I have been in the financial services industry for 13 years and one thing I have found to be true is that this industry is ever-changing. Be it changes in the regulatory environment, economic shifts, or the introduction of new investment solutions – there is continually something new to learn and in turn share with my clients.
My clients are at the heart of why I do what I do. I pride myself on being their advocate and ensuring I am someone they can truly trust and rely on. If you have worked hard all your life, you deserve somebody in your corner, protecting what you have worked for so tirelessly. I am blessed that many of my clients have become like family and that I have the opportunity to spend time with them outside of our professional relationship.
Prior to partnering with 435 Financial and moving to the region, I worked in Manhattan for 12 years. During that time, I held positions with Lebenthal Asset Management as a junior portfolio manager and Cerity Partners, as part of their Executive Financial Counseling team. While working at these distinguished firms, I gained invaluable insights on both the fundamental aspects of investing as well as how to effectively navigate the complexities of financial planning associated with high net worth and ultra high net worth families. I am excited to bring this diverse and crucial experience to my clients at 435 Financial.
On a personal level, over the years I have coached/assisted with youth basketball and baseball programs. Currently I am a member of Saint Rocco’s in Beacon and a member of Powelton Country Club in Newburgh. My wife, Nicole and I have 4 dogs, 3 German Shepherds a Pitbull and our first daughter is due in January. Fun fact – I was my Dad’s campaign manager when he successfully ran for state representative in Connecticut.