Background and experience
In August of 2011, inspired by his family’s practice, Gene joined his family at Wells Fargo Advisors, and, has the privilege to serve as a financial advisor to families, individuals and institutions. Gene works with clients of various backgrounds, each with unique goals and circumstances. Through our Envision® process, Gene engages with each client to develop an investment plan that offers clarity and flexibility.
Gene is a certified Private Investment Management (PIM) Portfolio Manager, this select group of advisors are qualified to manage client portfolios on a discretionary basis, and, for 2018, 2019, 2020, 2021, recognized as a Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Prior to joining the financial services industry, Gene earned a BS in finance from Sienna College.
Away from the office
Gene is a lifelong resident of New Hartford, NY, and, continues to reside in New Hartford with his wife, Jennifer, two sons, Eugene III, Enzo, two dogs and a chinchilla. Spending time with family is Gene’s top priority. When not with family, Gene enjoys playing golf, is an active member the Yahnundasis Golf Club, and, when not golfing, can be found perfecting the game of pool. Gene is an avid baseball fan, and, collector of baseball memorabilia. He is also a past body builder and weightlifter, with a collection of trophies from various competitions, and, also a past board member The Stanley Theatre, our local center for the arts.
