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.