Wells Fargo advisors

Senior Vice President-Investments, Resident Branch Manager

For over 25 years, I have been part of the financial services industry.  After 18 years on “Wall Street”, I returned to my Capital District roots to continue in my family’s century long involvement in the region’s business community.  I have experience in managing investment/equity portfolios for high net worth individuals and institutions. While employed with previous "Wall Street" investment banks, I engaged in proprietary research in both value investing and risk arbitrage and obtained experience in managing risk arbitrage, options and commodities portfolios. 


 

In addition to investment services we offer access to lending, leasing, and insurance products for both individuals and businesses through affiliates.


 

I understand opening a new account or changing brokers may be a confusing process. Call me today and I will be happy to answer any of your questions or concerns, or discuss with you the services Wells Fargo Advisors and I offer.


 

 


 

 
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Exchange-Traded Funds: In a Class by Themselves

In 2010, the combined assets of the nation's ETFs topped more than $800 billion. ETFs are unique investments that share some similarities with mutual funds but trade like stocks. ETFs have some appealing characteristics, including trading flexibility, potentially lower expense ratios, tax efficiency, and diversification.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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