Meet Our Team

¹ The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
 
² 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18-3/31/19. 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17-3/31/18. (Source: Forbes.com) The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

³ This award was issued on 7/1/22 by Five Star Professional (FSP) for the time period 10/11/2021 through 04/8/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.  Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Westchester wealth managers were considered for the award; 709 (12 percent of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Award issued on 7/1/2020 by Five Star Professional (FSP) for the time period 10/14/2019 through 4/24/2020. 661 Westchester wealth managers were considered for the award; 93 (14 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2019 by Five Star Professional (FSP) for the time period 10/9/2018 through 5/3/2019. 654 Westchester wealth managers were considered for the award; 115 (18 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2018 by Five Star Professional (FSP) for the time period 10/23/2017 through 5/10/2018. 680 Westchester wealth managers were considered for the award; 85 (13 % of candidates) were named Five Star Wealth Managers.

¹ The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

² This award was issued on 7/1/22 by Five Star Professional (FSP) for the time period 10/11/2021 through 04/8/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.  Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Westchester wealth managers were considered for the award; 709 (12percent of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Award issued on 7/1/2020 by Five Star Professional (FSP) for the time period 10/14/2019 through 4/24/2020. 661 Westchester wealth managers were considered for the award; 93 (14 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2019 by Five Star Professional (FSP) for the time period 10/9/2018 through 5/3/2019. 654 Westchester wealth managers were considered for the award; 115 (18 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2018 by Five Star Professional (FSP) for the time period 10/23/2017 through 5/10/2018. 680 Westchester wealth managers were considered for the award; 85 (13 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2017 by Five Star Professional (FSP) for the time period 10/21/2016 through 5/8/2017. 492 Westchester wealth managers were considered for the award; 98 (20 % of candidates) were named Five Star Wealth Managers.

Award issued on 6/1/2016 by Five Star Professional (FSP) for the time period 12/7/2015 through 5/11/2016. 641 Westchester wealth managers were considered for the award; 149 (23 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2015 by Five Star Professional (FSP) for the time period 12/7/2014 through 5/11/2015. 1333 Westchester wealth managers were considered for the award; 288 (22 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2014 by Five Star Professional (FSP) for the time period 12/7/2013 through 5/11/2014. 3105 Westchester wealth managers were considered for the award; 283 (9 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2013 by Five Star Professional (FSP) for the time period 12/7/2012 through 5/11/2013. 1992 Westchester wealth managers were considered for the award; 316 (16 % of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/2012 by Five Star Professional (FSP) for the time period 12/7/11 through 5/11/12. 1598 Westchester wealth managers were considered for the award; 300 (19 % of candidates) were named Five Star Wealth Managers.