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 licensesIn 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.