21st Floor
Hartford, CT 06103
toll free: 800-248-4499
fax: 860-275-0736
Senior Portfolio Manager /
Financial Advisor
- 17 Years Industry Experience
- MBA - Finance, 1995
New York University
Stern School of Business,
New York, NY
BA - History, 1989
Hobart & William Smith Colleges
Geneva, NY - Member of Smith Barney’s President’s Council
- Connecticut Magazine Winners Circle - Top 30 Financial Advisors 2006 - 2007
- Series 7,63 & 65 Licensed
Connecticut Annuity & Insurance Licensed
- 8 Years Industry Experience
- Bachelor of Arts - Communications, 2000
University of Connecticut
Storrs, CT - CERTIFIED FINANCIAL PLANNER
- Ambassador Chairman - Glastonbury Chamber of Commerce
- Series 7 & 63
Connecticut Annuity and Insurance Licensed - Blue Chip Council Member
