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Meet Our Team

  • Principal
    • BS in Finance, Rutgers University
    • Certified Financial Planner designation, New York University
    • Master of Science degree in Financial Planning, The College for Financial Planning
    • Significant investment experience – 20+ years
    • Named as a 2012 Five Star Wealth Manager by Five Star Professional
    • Accredited Investment Fiduciary, Center for Fiduciary Studies
    Identify client goals, establish strategies and monitor progress toward achieving those goals.
  • Principal
    • BA in Economics, Villanova University
    • 20+ years of portfolio management experience, including formulating investment strategy and evaluating portfolio managers
    Formulates client investment strategy, selects investment managers and reviews portfolio performance.
  • Wealth Management Advisor
    • BBA, City College of New York.
    • Certified Public Accountant, New York and Florida.
    • Member AICPA National Personal Financial Planning, Networking Group.
    • Long-time Investment Professional Using Multi-disciplinary Experience.
    Identifies client goals, establishes strategies and monitors progress toward achieving those goals.
  • Principal
    • BA in Economics, Rutgers University
    • Certification as a Financial Planner, New York University
    • Master of Science degree in Financial Planning, The College for Financial Planning
    • Certification as an Investment Management Analyst, Wharton School of the University of Pennsylvania
    • Accredited Investment Fiduciary, Center for Fiduciary Studies
    Identify client goals, establish strategies and monitor progress toward achieving those goals.
  • Client Associate
    Facilitates the smooth processing and ongoing administration of all wealth management relationships.