New York City Metropolitan Area
As a child of hard-working immigrant parents who moved to America when I was 13, I appreciate the American Dream and want to live every day helping others fulfill its promise. To me, life is all about perspective and appreciation. I’m passionate about imparting to my firm members the core values of ambition and enterprise, integrity, concern for others, and lifelong education. I believe it takes a unique adviser to be successful in this business – one with a heart of a social worker and the mind of a capitalist. Our best advisers strive every day to get better because they genuinely care about their clients. My job as managing partner is to facilitate that development, provide the tools they need, and foster a diverse culture that promotes optimum teaming and collaboration. I’m proud that with regard to creating a diverse firm, Fortis Lux Financial has many women in leadership or sales roles. Outside the office, family is everything. I live in Connecticut with my wife, and twins. I’m an avid skydiver and having lived in Connecticut a long time, a huge New England Patriots fan. As a big believer in “paying if forward” I am very active with charitable organizations such as the Wounded Warrior Project and Gift of Life Foundation. I am fluent in Russian and conversational in Italian, German and Polish. I am licensed to sell insurance in:CT,MD,NC,NJ,NY,and VA and securities in: AK,AL,AR, AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ, NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VT,WA,WI, WV,WY. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. I am a registered representative of and offer securities and investment advisory services through MSI Financial Services, Inc. Member SIPC [www.SIPC.org]. OSJ 277 Park Avenue 41st and 44th Floor New York, NY 10172 -0003 T.(212)578-0300
Responsible for the oversight of 160 advisors serving clients in the New York City metropolitan area Successfully attracted and transitioned more than 25 experienced advisors in last 18 months Strong focus on strategies to drive/retain mix of tenured, productive advisors Increased growth of the firm year over year since 2010.
Oversight of four offices Developed and implemented recruiting strategy focused on Experienced Advisor Recruiting Created growth opportunities and business development environment for advisors Responsible for supervision of all sales activities of registered personnel
Nuclear, Biological, Chemical, Weapons Specialist Light Infantry Specialist Military Intelligence Specialist