My Background

Nearly 35 Years Helping Clients Manage Assets

 

Licenses

  • Series 3, Registered Commodity Representative
  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Life, Health, and Variable Insurance (including annuities)

Past Affiliations
Ryan Beck & Co., Gruntal & Co. LLC, High Yield Management Securities Inc., Financial Northeastern Corp.

Education
B.S., Management, Ithaca College

  • Scholastic and Athletic Scholarships
  • Division III National Football Championship

Personal
Reside with my wife, Gail, in Newtown Square, Pennsylvania (Philadelphia suburb).