I serve a select group of clients including C-Suite executives, entrepreneurs, business owners, and multiple generations of wealthy families and family offices.
My clients are smart, successful, busy people, many of whom do not have the time or inclination to manage their complex finances effectively. They are seeking a financial advisor who values and truly understands the demands and dynamics of their wealth. That way, they can focus on activities that are important to them, whether it be their families, business, or philanthropic endeavors.
Where I Come In
I develop customized strategies and investment plans that enable my clients to pursue their personal and financial goals. The guidance and education I provide is based on a deep understanding of my clients’ needs and concerns, complemented by my extensive financial experience.
My high-touch service model incorporates access to the full suite of family-focused services, including account reviews, periodic updates, online and in-person assistance, and liaising with all your other trusted advisors to create a well-rounded perspective of your entire financial picture.
Community Involvement
- Member, Young Professionals Council and Liaison to Senior Board for the American Red Cross
- Member, Estate Planning Council of New York
- Member, A Leg to Stand On – provides free orthopedic care to children with limb disabilities in the developing world
- Chairman Emeritus, New York Cares Rising Leaders Committee
Personal
- New Yorker, currently residing in Tribeca with my wife and daughter
- Graduate of Franklin & Marshall College
- Enjoy travel, tennis, photography, sailing, and biking
Offering a full suite of family-focused services:
- Bespoke Investment and Tax Planning Strategies
- Customized Wealth Management Strategies
- Multi-Generational Estate Planning Analysis and Coordination
- Banking Services – Liquidity, Cash Management, and Bill Pay
- Philanthropic Planning and Foundation Management
- Institutional Capital Markets – Investment Banking and Succession Services
- Trustee Services
- Fraud Detection/Accountability
- Custody and Reporting
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.