More than 30 years of experience working on Wall Street in various capacities primarily within alternative investments, derivative and structured products (cash and synthetic) and real estate. I now work as a financial advisor, and assist clients in the customization of their personal and business ...more

More than 30 years of experience working on Wall Street in various capacities primarily within alternative investments, derivative and structured products (cash and synthetic) and real estate. I now work as a financial advisor, and assist clients in the customization of their personal and business financial solutions. A significant part of my business is retirement planning, and working with clients to prepare them for the time in their lives’ when they are no longer working full time and are past their maximum earning years. I have access to many product providers and are able to design appropriate and bespoke strategies for each person, and/or family.less