Senior Vice President -Investments
Wealth Brokerage Services
1 Lafayette Place
Greenwich, CT 06830
2017 marks 28 years’ experience helping clients achieve their goals. I’ve spent nearly a dozen of them working on Wall street and in the financial district in Manhattan. In 2005 I came to Greenwich where I have been advising portfolios locally.
Investments today are far more multifaceted than three decades ago. Computers and technology are rapidly changing the investment landscape and investor choices. We work to stay up-to-date on this sea change.
Often people ask what we do, or to define our process. I welcome the opportunity to sit with you and have a conversation. I’ll buy the coffee and you do the talking. We are here to listen – and to help.
- Team – Every client is served by a dedicated local team in downtown Greenwich, CT – no single advisor has all the answers.
- Discovery -Our Team works tirelessly to completely understand your unique and total financial situation.
- Plan – We work with you to develop a written investment plan, detailing your financial road map.
- Experience – I’ve been a registered investment representative since 1989.
- Advocacy – We work with your existing professionals (CPA’s, attorneys) as your total financial advocate and trusted advisory.
- Transparency – Fee-based asset-management, portfolio construction and review – we strive to earn our keep every day.
- Unbiased – Every client receives personalized, local high-touch service and customized financial advice.