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

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

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.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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