Larry is approaching his 40th year of providing comprehensive investment advice, service and solutions to multigenerational families, individuals, trusts and nonprofit organizations throughout the United States and globally. His objective is to develop investment strategies that are individually tailored to each client’s unique interests. He accomplishes this by focusing on client’s goals to create an appropriate financial plan, and then implementing that plan with a diversified portfolio. Larry carefully discusses the pros and cons of investments and helps clients navigate the emotional swings that can sometimes become a significant part of the investment decision-making process.

 Fortunate to work with a group of talented professionals, Larry and his team have a combined 150 years of experience and the knowledge required to service the diverse needs of their clients in a professional and timely manner.

 Larry has been recognized as a Barron’s Top 1,200 Financial Advisor for the past six years and is also a UBS Chairman’s Circle member, an exclusive recognition awarded to approximately 100 advisors within the firm for industry leadership.

 A Greenwich resident for over 40 years, Larry has been married to Michele for 44 years and has two grown children, Holly and Larry, and two wonderful grandchildren.

• Barron's Top 1,200 Financial Advisors in the US, 2014 ¿ 2019
• Barron's Top 1,000 Financial Advisors in the US, 2010, 2011
• UBS Chairman's Circle member (one of approximately 100 advisors recognized for their leadership)

• M.B.A., Darden School of Business, University of Virginia
• B.A. History, Lafayette College

• Series 7, 8 and 63 securities licenses, as well as life, health and variable annuities licenses

• Board member, The Brunswick School, Greenwich, CT
• Founding board member, Arch Street, The Greenwich Teen Center
• President, Greenwich Country Club
• Coach, youth basketball, lacrosse, baseball and soccer

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, UT, WA, WV