ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1990. I help clients succeed by facilitating the construct of a financial plan. Once in place, the plan serves as a roadmap toward the achievement of goals.

I live in Port Jefferson, and serve clients in Greek. I enjoy spending time with my wife, Jean-Marie, at the beach or watching our three children play lacrosse. Outside of work, I spend time golfing and volunteering in my community.

My area of focus: Attorneys and accountants, Business owners, Executives

Education

  • University of Arizona: Bachelor of Science, business economics
  • De Paul University: Master of Business Administration, international business
MY OFFICE

 

1095 Avenue of the Americas 15th Floor
New York, NY 10036

advisor address map to1095 Avenue of the Americas 15th Floor
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.