The right moves for your financial future

I began my banking career with Citibank in 1982, working in the retail bank. In 1991, I became a registered representative in the brokerage industry and over the past 25 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2007 after 15 years at Smith Barney and it's predecessor firm Shearson Lehman Brothers. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement and financial planning. I am a Senior Portfolio Manager in the Portfolio Management Program, a fee based discretionary portfolio management service. I also help clients achieve their goals with education funding, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 63 securities licenses and licenses for life, accident and health insurance and variable annuities as well as a managed futures license. My bachelor's degree, summa cum laude is from the University of Bridgeport. I have also received extensive internal training in portfolio management while at Smith Barney and have earned the Wealth Advisor designation at UBS. My wife and I live in Bronxville New York.