I am a financial advisor with over 25 years of experience in the financial industry. As a Managing Director and Partner at Hightower Westchester, I have developed a Wealth Management Practice that incorporates a holistic view of the client’s financial and personal objectives, with an eye toward strategic and tactical solutions. My clients are high net worth individuals and non-profit organizations. I specialize in the creation of comprehensive financial plans and customized investment plans for private clients. I also focus on helping foundations and endowments manage their assets by mitigating risk.I am an Accredited Investment Fiduciary (AIF®) and a member of the Investment Management Consultants Association (IMCA). I also achieved the accreditation of Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. As a fiduciary, I strongly uphold my legal obligation to always do what is in the best interest of my clients. I have worked closely with numerous non-profit organizations. I am a two-time past president of the Port Chester-Rye Brook Rotary Club, of which I have been a member since 2001 and currently serve on the board. I have also been involved in various Rotary District roles including past District Foundation Member. I'm currently involved with the Port Chester, Rye Brook, and Rye Chamber of Commerce and serve on the board.