Empowering you to live your best life through investment advice
Empowering you to live your best life through investment advice
I love my clients. I know my clients and I am motivated to do my best for my clients. With over 30 years of experience in the finance, commencing at Goldman Sachs as a derivatives trader; then I worked for over 15 years as an equity research analyst before transitioning to wealth management. I earned my MBA from the University of Chicago's Booth School of business and am happily married with 4 kids 19 months apart!
Are you looking for financial planning and/or investment advise, please feel free to call or text during normal business hours.
85 Broad Street, 85 Broad St, New York, New York 10004, United States
Open today | 09:00 am – 05:00 pm |
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