I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. I partner closely with a diverse range of clients who are engaging, innovative and passionate about their craft, including, entrepreneurs, business owners, corporate executives, entertainers, and professional ...more

I am a Vice President and Private Client Advisor with J.P. Morgan Wealth Management. I partner closely with a diverse range of clients who are engaging, innovative and passionate about their craft, including, entrepreneurs, business owners, corporate executives, entertainers, and professional athletes. I serve as a champion to my clients and help guide them in making the complex financial decisions required to transform their success into a sustainable legacy. Many of those decisions include: • Creating a strategy related to their financial goals • Identifying investment opportunities and staying up to date on market conditions • Managing through life changes I have over 25 years of experience in financial services. I joined J.P. Morgan in 2021 and hold the required FINRA Series 7 & 66, and life & health insurance licenses. Prior to this role, I was a Senior Vice President at Bank of America Private Bank. I graduated from Syracuse University with a bachelor’s degree in liberal arts and I received my MBA in Finance from New York University’s Stern School of Business. Additionally, I am an Accredited Investment Fiduciary® (AIF) and a Certified Private Wealth Advisor® (CPWA) professional. I strongly believe in giving back and serve on the Board of the Madison Square Boys & Girls Club in New York City. Outside of the office, my wife and I indulge in our love of travel, music, and good food, ideally enjoying all three simultaneously in an exciting cultural setting.less