Life is about questions, challenges, experiences, failures, successes. Wealth management is about blending all those situations with the identification and achievement of your financial goals.
My clients ask themselves a litany of questions such as how do we build our wealth while paying off student loans, and trying to save for purchasing a home? Are we in the right 529 plan, how are our careers going, are we saving enough for retirement, can one of us leave our job to start a new business?
These questions do not have quick, simple answers. My clients are engaged and motivated to work with me to align their financial actions with their personal goals. I specialize in leading those discussions and bringing organization and strategy into my client’s financial lives.
I graduated from Cornell University with a B.S. in Business Management and Marketing. I began my professional career in the garment center in NYC, as a Buyer for Abraham & Straus Dept. Stores and then at Ross Stores Inc. I also worked on the wholesale side of the apparel business in sales and sales management with Joe Boxer as a National Sales Manager and then as a Sr. VP of Sales & Merchandising with Signature Apparel Group. Through these experiences, I learned the importance of formulating a strategy, identifying the financial resources needed to achieve that strategy and how to adapt to an ever-changing economic landscape.
These experiences helped build the financial foundation for what I do as a Senior Wealth Manager. I have been with Belpointe Asset Management since 2009. In this role, I am a fiduciary charged with the highest standard of care. This means I must always act in my client’s best interest, and must place client interests ahead of all others, at all times. I must act with undivided loyalty and utmost good faith; be transparent in all my dealings; and avoid conflicts of interest.
I hold the CRPC®, Chartered Retirement Planning Counselor designation, am a Licensed Life, Health and Annuities Producer and have passed my series 7 & 66 examinations.
Mentoring is a passion of mine. I mentor business owners through the collaboration of the Stanford Graduate School of Business and the Latino Business Action Network. I have worked with high school students interested in entrepreneurial pursuits through the BUILDNYC program. I coached and served on the Board of Directors for the Greenwich Basketball Association and Greenwich Jr. Babe Ruth Baseball League. I am also active with Cornell University as an Ambassador in the CAAAN program. I live in Greenwich, CT with my wife Kathleen and two children Caitlin and Alejandro.
Licenses & Credentials
- Cornell University B.S. in Business Management and Marketing
- CRPC, Chartered Retirement Planning Counselor
- Licensed Life, Health and Annuities Producer.
- Securities Examinations Series 7 & 66