Financial Advisor
I have worked in the financial services industry since 1997, where I spent fourteen years primarily as an Institutional Equity Salesman focusing on European markets. I made the transition to Wealth Management in 2011 and spent six years with Merrill Lynch before launching an independent advisory practice at Ameriprise Financial Services. I graduated with a BA from Yale University, where I was a four year letterman on the Varsity Swim Team, and earned a JD from the Fordham University School of Law.
I advise clients on a wide variety of strategies including Financial Planning, Asset Allocation, Estate Planning, Life & Long Term Care Insurance, Retirement Planning, Lending Solutions, and Cash Management. I also counsel small and mid-sized businesses on the administration of their 401(k), Profit Sharing, and Defined Benefit Plans.
In my spare time I volunteer for Yale University as an ASC Director, coordinating and performing interviews for high school students in NYC, and also as the Chairman of the Membership Committee for the Yale Swimming & Diving Alumni Association. I live in Manhattan with my wife Emily and our children Julia and Jack.
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
