I entered the investment business in 1982 and over the past 30 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2011 after 24 years at Morgan Stanley Smith Barney. My professional life is rooted in, flows from, and revolves around a deep-seated desire to provide clients with the best individualized advice I can offer in an ongoing endeavor to preserve capital, grow assets, and expertly administer their personal or corporate investment portfolios.

• Who's Who of American Business
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Financial Times Top Financial Advisors 2015 - FT 400
• Consumers Research Council of America, America's Top Financial Planners for 2010 and 2011

• CFP®, Adelphi University
• MBA in Finance, Adelphi University
• BS in Accounting, Business Minor, Bentley University

• Board Member of Gurwin Jewish Healthcare Foundation

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