I have been serving clients in the financial industry for over three decades. Prior to bringing my practice to Bull Harbor Capital, I was a financial advisor at MONECO Advisors, Barnum Financial Group and Strategies for Wealth. Before finding my passion for financial planning, I founded and was a risk management specialist at two hedge funds and worked as a derivatives specialist at several investment banks covering hedge funds and money managers. I have a Series 66 securities license and am licensed to work with clients seeking life, health, and property & casualty insurance.
I earned my MBA in Investment Management at the University of Virginia’s Darden School of business, where I proudly served as Presiding Partner of the school’s investment fund and President of the Investment Club. Prior to attending business school, I worked as an engineer after earning degrees from the University of Virginia (M.A., Biomedical Engineering) and State University of New York at Buffalo
(B.S., magna cum laude, Chemical Engineering).
I reside in Fairfield, Connecticut with my lovely wife, Carolyn, and we most enjoy visiting and spending time with our four children, Justin, Brian, Severin, and Mackenna. I'm an avid golfer, platform tennis player,
and reader of all things relating to finance, history, and economics.