I work with high net worth individuals and families to meet their financial objectives. Whether those goals are capital appreciation, income, preservation of capital or generational wealth building we create a portfolio of securities that is tailored to meet those objectives. 

Managing risk is a key component of any portfolio.  Strong communication between myself and my clients allows for both strategic and tactical allocations that brings added value to their portfolios. 

I earned a Business Economics degree from the State University of New York at Oneonta. I've obtained my Series 7, 63. 65 licenses 

In 2003, I relocated from New York to Florida.   In 2015, my wife Amy and I moved to Boca Raton to raise our twin girls Samantha and Sophia. Out of the office we enjoy bike riding, golfing and playing tennis. 


Phone 561-392-1011