I am a Managing Director – Investment Officer in the Bay Area office. I was born in Pittsburgh, PA and a graduate of Duquesne University with a Bachelor of Science in Business Administration and majored in accounting. I work with a select group of individuals,families,businesses and ... more

I am a Managing Director – Investment Officer in the Bay Area office. I was born in Pittsburgh, PA and a graduate of Duquesne University with a Bachelor of Science in Business Administration and majored in accounting. I work with a select group of individuals,families,businesses and institutions to help them Build,Manage,Preserve and Transition there wealth.

I entered the Investment industry in 1987, just in time to watch the Dow Jones Industrial Average decline 34%. This allowed me to develop a framework and approach to survive the stock market's ups and downs. I believe in taking a flexible approach to investing. I look to capitalize on opportunities available in all areas of global markets and then adjust those strategies to each client's needs. I have been recognized as a Wells Fargo Advisors Premier Advisor, a distinction reserved for a select group of Financial Advisors that reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.