I focus on our investment process, which encompasses research, portfolio construction and ongoing monitoring of existing investments. I am also responsible for assisting advisors with the execution of your investment strategies, which often means identifying customized solutions for unique situations and applying them to meet your specific needs.
Growing up in the Rochester area, I developed a strong appreciation for staying active and spending time outdoors. I enjoy golfing, running, walking, and dining al fresco whenever possible. When I’m indoors, you’ll often find me watching the Buffalo Bills, Buffalo Sabres, New York Yankees, or New York Knicks, and I regularly make trips to Buffalo to experience the energy of live games.
- FINRA Series 7 and 66 Securities Registrations
- New York State Notary Public
