President & CIO at USI Advisors Retirement Plan Consultant Fiduciary Investment Consultant Securities Licenses: Series 7, 63, 65 Insurance Licenses: Life, Variable, Health Professional Designations: CFA, CAIA, CIMA

President & CIO at USI Advisors Retirement Plan Consultant Fiduciary Investment Consultant Securities Licenses: Series 7, 63, 65 Insurance Licenses: Life, Variable, Health Professional Designations: CFA, CAIA, CIMAless