Born and raised in North Salem, NY. Graduated from The Wharton School in 1985 after which relocated to Tampa Florida to work with Nations Bank (now BoA) until returning to NY and entering Shearson Lehman Brothers' Financial Training Program. After spending a few years with Shearson and Merrill, launched my own investment advisory firm in 1996 which I currently own and operate. Attained my CFA Designation in 2000 and pursue coursework at Columbia University with the aspiration of at PhD in Economics.
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