I founded Hudson Valley Wealth Management — now Hudson Companies — in 2008 to provide families with holistic financial planning, wealth management, and investment services. I also developed the strategy for and function as the Portfolio Manager of Hudson Private, LP, a proprietary, high return, low risk investment opportunity in funding independent and large studio films. My earlier career experiences at Guardian Life Insurance and Van Eck Global have influenced my views on the value of asset allocation and best of breed asset management.Before founding the financial services and investment management firm more than a decade ago, I was an integral part of the financial community, as a marketer, sales person, executive, and valued speaker at industry conferences both nationwide and abroad. The depth and breadth of my financial knowledge and relationships have earned me the trust and respect of my clients and their families, and their having access to some of the market’s most interesting private investment opportunities.I earned a B.A. in Economics, M.B.A. in Finance, and also completed coursework toward a PhD in Behavioral Economics, all at Fordham University. I am an active member of the Producer’s Guild of America, I serve on the Nyack Hospital Foundation Board of Directors and volunteer for and supports a number of other local and national charities.High touch, high return. Comprehensive financial planning, wealth management and investment services. Fee-only, SEC registered investment advisers. High net worth individuals and families.
Listed skills include Investment Advisory, Wealth Management, Asset Managment, Series 7, and 23 others.