It is hard to believe that I have already spent over 20 years in the financial services industry. After graduating from University of Vermont, I started my career at Marsh & McLennan as an insurance broker. I made a big change in 2000 when I joined Sanford Bernstein as a Financial Advisor, helping families and individuals achieve their goals. Like Harry, I saw a better chance to take care of my clients at UBS and moved my practice here in 2009.
Outside of work, I enjoy staying active. My wife and I have three children so many weekends are spent cheering on their soccer, lacrosse or swim teams. When not on the sidelines, some of my favorite activities include skiing, biking, running, and playing platform tennis. I also value the time I spend volunteering as the Treasurer for a local charity that works to help underprivileged children in New York City.
Education
- B.S., Business Administration, University of Vermont, 1995
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Personal & Community
- Member of the Financial Planning Association
- New York Society of Securities Analysts
- Board Member: Children of Bellevue, a NYC charity helping underprivileged children
- Married with three children- Ryan (16), Kiera (13) and Kylie (10)
Licenses
- Series 63, Uniform Securities State Agent
- Life & Health Insurance Licensed: NY, NJ, CT & PA
- Series 65, Investment Advisor Representative
- Series 7, General Securities Representative
- Series 31, Managed Futures Representative
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY