Establishing my own financial planning firm has given me the opportunity to work with individuals and families in a highly personalized way to help them achieve their objectives. It's the natural destination for my career which has included positions in both institutional and boutique settings.
After graduating from Brandeis University, I began my career working for a large financial services company. Over the next fourteen years, I developed a broad skill set and a deep understanding of financial planning concepts and models. While I loved my job and the many hundreds of clients I served, I ultimately decided I wanted to work more closely with clients and moved to a boutique firm where I could provide a more individualized platform of financial options and guidance. At the same time, I have always been passionate about charitable giving because I have seen the impact it can have first hand not only for beneficiaries but for client donors and their families.
Now, having established my own financial advisory firm which is also associated with a broader professional network, I'm excited to be able to bring the best of both worlds to my clients: highly individualized advice based on my years of institutional and personal experience; coupled with ready access whenever helpful to a comprehensive network of professionals with a wide-ranging set of related skills. This combination permits me to partner with clients to help them develop financial plans and implement portfolios to achieve their short and longer term financial objectives. It will also enable them, if they wish, to leave a legacy that will have impact for generations to come.