New York City Metropolitan Area
Over 25 years of investment experience covering a variety of traditional and alternative investment strategies. Extensive experience advising wealthy individuals and families in a broad array of areas including estate, tax, insurance planning and charitable giving strategies.
Responsible for management of the firm, including the formulation of strategy and management of client relationships. Coordinates the firm's relationships with legal, tax and insurance professionals.
Responsible for advising clients on asset allocation, construction and implementation of tax-efficient portfolios with a particular focus on alternative investments