With more than 40 years of industry experience, I focus on building custom portfolios and financial plans that are tailored to clients’ needs, personalities, and goals. As a graduate of Queens College of City University of New York, I earned a bachelor’s degree in Business and Accounting and then went on to earn an MBA in Finance from Fairleigh Dickinson University. I began my career as a Certifie
d Public Accountant (now retired) and Corporate Controller with firms in the entertainment and media industries. I later transitioned to a brokerage firm and a career as a Financial Advisor. In 1991, I joined Smith Barney, a Morgan Stanley predecessor firm. With decades of experience as a Certified Public Accountant, Corporate Controller, and Financial Advisor, I have excelled at managing finances at all levels of service. I help clients navigate a variety of financial complexities – from managing insurance liabilities to managing taxes and designing investment plans. As a Portfolio Manager, I am among a select group of Morgan Stanley advisors who conduct their own research and analysis, and are able to create highly customized investment strategies. But above all else, I am deeply committed to listening to clients’ needs and carefully crafting strategies that are tailored to their unique objectives, personalities, and risk tolerance.
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