Market Information Delayed 20 Minutes
Associations
- Westchester Holocaust Education Center - Purchase, NY
- Featured Guest Speaker at Various Clubs and Organizations throughout Westchester, Rockland and Fairfield Counties
- Oneonta State Alumni Association - Oneonta, NY
- Heroes and Cool Kids of New Jersey - Advisory Board
Services
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Business Planning
- Asset Management
- Qualified Plans
- 529 Plans
- Cash Management
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
Education and Licensing
-
Bachelor of Arts, 1982
State University of New York at Oneonta - Financial Planning Specialist Designation
- Guided Portfolio Management Program
- Series 7 - General Securities License
- Series 63 - Uniform State Exam
- Life & Health Insurance Licensed
- Variable Annuities Insurance Licensed
- Long-Term Care Insurance Licensed
Honors and Recognition
- Chairman's Council, 2006
Smith Barney - President's Council, 2002, 2003, 2004, 2005, 2007, 2008, 2009
Smith Barney
Business Experience
- 1989
- Present: Morgan Stanley Smith Barney*
Senior Vice President
Financial Advisor
Financial Planning Specialist
Purchase, NY - 1987
- 1989: Bear, Stearns & Co. Inc.
Financial Advisor
New York, NY
Bulletin Board
You can access your investment accounts by clicking on Log On To Your Portfolio on the right-hand side of this page.
See Market Insights for the January On the Markets from the Global Investment Committee featuring
- "The Case for Portfolio Diversification Redux" Portfolio diversification can improve and smooth out performance across investment environments and, given today's volatile markets, it's a concept worth revisiting.
- "Gorillas in the Midst of a Stronger Dollar" Conventional wisdom holds that the stocks of US multinationals don't do well when the dollar is strong, but we have data that suggests the multinationals—sometimes called "global gorillas"—can do quite well during strong-dollar periods.
- "The Place to Go for Yield" Many investors would not put "emerging markets" and "dividend yield" in the same sentence. However, emerging market equities have a higher dividend yield than the S&P 500 and a much faster dividend growth rate.
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*Includes years at Smith Barney, affiliates and predecessor firms.
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