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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Payment

How much would your monthly lease payment be?

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

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