Fundamental Choice Portfolio Manager
With over 24 years of experience in financial services, my mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity.
As a Partner and Senior Financial Advisor, I help manage assets for high net worth individuals, families and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My goal is to provide objective and timely financial advice and guidance with the highest level of professional service in striving to build and preserve wealth for my clients. By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals.
I began my financial services career in 1998 for a boutique Investment House. In 2002, I joined Citicorp Investment service/ Citigroup Global Markets, where I worked for 8 years. I then moved my financial practice to Wells Fargo Advisors Financial Network and started The Hamlet Group Wealth Management LLC. As a Partner, Wealth Management Advisor, I have served my investors for over a decade and look forward to helping them meet their financial goals for many years to come.
I have earned a Bachelor's degree in Business from Adelphi University. In addition to applicable securities registrations, I am a Fundamental Choice Portfolio Manager.
Away from the office, I enjoy Golf, Skiing and Hiking. My wife, Katherine and I live in Huntington with our children, Stella Rose and Sophia Grace.