Type Of Business:
Full-Service Brokerage and Investment Company
Expertise:
Acting as a Financial Advisor, Managing Portfolios for High-Net-Worth Individuals, Assisting Clients with Equity and Fixed Income Investments
Major Product/SVS:
Portfolio Management, Equities, Mutual Funds, Annuities, Wealth Management and Personal Financial Analyses,
Retirement Planning
Favorite Business Publication:
Barron's, Fortune
Hobbies/Sports:
Golfing, Traveling, Playing Poker, Spending Time with Four Children, Participating in Charity Work
Education Degrees:
Bachelor of Science in Marketing and Advertising, Fairleigh Dickinson University (1977)
Affiliations Awards:
Former President, Gibbsboro-Voorhees Athletic Association; Former Member, South Jersey Business Association; Chairman's Council, Smith Barney
Highlight of career?:
Helping clients achieve thier goals and retiring successfully.
Charity:
United Way; Ronald McDonald House
Number Of Years In Profession:
29
Number Of Years In Current Position:
16
What Does He/She Attribute Success To:
Professional Service, creating close long lasting relationships with his clients.
Extended Bio Profile:
Worked for Morgan Stanley, Prudential, Dean Witter and J.B. Hanover.
He speaks locally to investors groups and high schools about StocMarkets.