Knowledge Powered by experience

 

As a founding partner of Boone Macaluso Capital Advisors, I will work with you to help you understand how cash flow may impact saving for college and your retirement plans, how credit can work in concert with your portfolio strategy, and how protecting your assets today can preserve your legacy tomorrow. With over 60 years of industry experience, our team works with a select group of multigenerational families to achieve their personal financial goals. From Baby Boomers to Gen X-ers to Millennials, we have the expertise to understand your complex financial situation. Today, more than ever, I believe that a holistic wealth management approach--one that addresses your entire life--is essential in helping you realize your ultimate dreams. 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President-Wealth Management

New Haven, CT

May 2008 - Present

Smith Barney

Second Vice President-Investments

New Haven, CT

August 2000 - May 2008

Prudential Securities

Financial Advisor

New Haven, CT

April 1999 - August 2000

Wachovia Bank

Financial Specialist

Milford, CT

March 1997 - April 1999

Education

  • B.S., Providence College, 1996

Personal & Community

  • I am a proud Friar and remain active in the PC community.
  • I am an accomplished endurance athlete.

Registered States:

AR, AZ, CA, CO, CT, FL, IL, MA, NH, NJ, NY, OR, PA, SC, TX, VA, WA