I am a senior level investment professional with over 30 years of industry experience. My career began in the equity research departments of E.F Hutton & Dean Witter after graduating from Rider College with a degree in finance. I have been managing portfolios for high net worth clients since the early 90's. I have worked as an Investment Advisor with PNC Private Bank since 2002. I work with an exceptional team of experienced financial professionals here at PNC. My colleagues and I provide our clients with comprehensive solutions targeted at achieving financial peace of mind. We develop long term relationships with our clients that often span multiple generations. My passion is to utilize my deep technical investment knowledge to assist my clients in achieving their goals what ever they may be! I am a life-long resident of Monmouth County and enjoy living and working in the Red Bank area. I am also a passionate supporter of the arts and serve on the board of the Monmouth Symphony Orchestra. My father instilled an appreciation of classical music in his children through frequent trips to Carnegie Hall.
Listed skills include Financial Analysis, Financial Modeling, Risk Management, Strategic Financial Planning, and 15 others.