Cio
CurrentSenior capital market professional with 30+ years of experience spanning investment management, equity research, and investment banking. Proven track record as an institutional portfolio manager and private wealth manager. Currently in charge of over $1.1 billion in client assets, including $300 million of actively managed AUM. Solid analytical and financial modeling skills coupled alongside well-developed interpersonal and marketing skills. Experienced in financial statement analysis, equity valuation, credit analysis, and economic and financial forecasting.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. NORTHEAST PRIVATE CLIENT GROUP is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
