I provide investment, retirement and wealth management advice to a select group of individuals in the Greater New York City area. My goal is to help clients manage their wealth more effectively in order to pursue the lifestyle and goals most important to them. My PhD in finance and 20 years of experience as a Wall Street strategist give me a unique insight into the factors driving today's financial markets as well as an understanding of today's most complex products. Many high-net worth individuals, families and small business owners are not aware of all of the products and strategies currently available to best help them meet their financial goals.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
