Experience

Chris began his career with Merrill Lynch Pierce Fenner & Smith in September 1989 upon graduating from Fordham University in New York. After working with a wide variety of clients during his first years in the industry, Chris realized how much he enjoyed helping individual families and small business owners manage their investment portfolios with a keen eye towards risk adjusted returns. In May of 1993, Chris, along with a team of investment professionals, brought their successful practice to Paine Webber to expand upon and enhance their fiduciary fee-based wealth management program. In November 2000, Paine Webber merged with UBS AG giving Chris and his team access to a truly global firm. Chris takes tremendous pride in the fact that many of his client relationships span multiple generation, the true measure of successful wealth protection and wealth enhancement.

Chris resides in West Caldwell, NJ with his wife and two daughters. Outside the office, Chris enjoys skiing at Mountain Creek Ski Resort, playing golf, and trying to stay injury free in his 40 & older soccer league.

Michael is a seasoned investment professional with over 30 years of experience in the Financial Services Industry.  From 1993 to 1999 he was a Senior Financial Analyst with Lehman Brothers working in their Technology Business office.  Since 1999, Michael has been a Portfolio Manager working closely with families and Institutions to protect their capital and enhance their wealth.  He takes great pride in the family relationships he has developed that in many cases go back several generations.  Michael's experience through both strong and turbulent markets has led to the development of a disciplined approach to analyzing trends and guiding clients through these periods.  His unique perspective gives investors the confidence they need to stay invested.  In addition, Michael is a Chartered Retirement Plans Specialist® and manages the CCK Group's corporate retirement plans business. He is committed to providing clients with exceptional service, frequent communication and a customized portfolio that creates, preserves and enhances their wealth.

Michael lives in New Jersey with his wife and two children.  When he is not researching companies you can find him outside biking, running and swimming.