Stamford, Connecticut, United States
After 30 years on Wall Street working with major corporations on mergers & acquisitions, investing in private equity firms and investments, managing hedge fund long/short equity portfolios, and founding financial services businesses, I realize that the most enjoyable aspect of the business is developing long-term relationships and friendships through helping people with their financial concerns. My team is a client-focused boutique-style group founded on providing financial advice and guidance services that is committed to unparalleled personal service with the benefit of the vast products and services offered by Bank of America and Merrill Lynch Wealth Management. We listen intently to your goals, aspirations, priorities, risk tolerance, time horizon, and liquidity. We are always here for you ready to help with even any day to day concerns. We develop creative, customized strategies and strategic or dynamic portfolios for our limited number of successful high net worth clients and business owners. Our team includes specialists to help with estate planning services, alternative investments, education and retirement funding, home financing and other banking products, concentrated stock positions, as well as tax minimization strategies. Education I am a graduate of Brown University where I enjoyed playing Varsity Baseball and majored in Economics. I have a Masters in Accounting from the Stern School of Business at NYU, graduating as Valedictorian. I have an MBA in Finance with Honors from the Wharton School at the University of Pennsylvania. Personal I am a first generation Norwegian that enjoys visiting Norway's beautiful fjords whenever possible. I live in Florida and New York with my wonderful wife of over 30 years. We have three grown children and a yellow Labrador. While my basketball and baseball playing days are behind me, I still enjoy playing golf and skiing as well as walks on the beach with my wife and dog.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. NMLS ID 1895392