I help successful professionals and business owners simplify the complexities of their financial lives, which allows them to focus on what is most important to them and their loved ones. Having begun my finance career in 1989 in Merrill's fixed-income analytics department, I joined Instinet in ...more

I help successful professionals and business owners simplify the complexities of their financial lives, which allows them to focus on what is most important to them and their loved ones. Having begun my finance career in 1989 in Merrill's fixed-income analytics department, I joined Instinet in 1992, where I studied technical analysis under the tutelage of Marc Chaikin. Prior to joining Merrill Lynch Wealth Management as a Financial Advisor, I was the Technical Strategist at Concept Capital Markets, LLC (now Marex Prime Services), Chief Market Strategist at Saratoga Capital, and the Founder and Managing Member of Equitable Edge, LLC. I hold a B.S., cum laude, in Computer Science and Applied Mathematics from the State University of New York at Albany (1989) and earned the Chartered Financial Analyst® designation in 2002. *CFA® and Chartered Financial Analyst are registered trademarks of the CFA Institute. *CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association. *Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.less