I am a Senior Financial Advisor, serving Individuals, Families, Foundations and Corporate executives for over 24 years. Taking a personal approach to each and every client or prospect, I am an advocate for my clients with points of emphasis in creating and maintaining wealth. In addtion to Portfolio management  I provide Retirement and Estate Planning strategies with access to the Bank of America Private Bank (Formerly U.S. Trust ) as a partnering resource. I also provide access to traditional and customized banking, lending and investment banking services. Born and raised in Greenwich Connecticut, my family has lived in town for several generations. I have a family of three including a 21 year old daughter who is attending Marist College in her Senior year. I am also a professional Musician, a skiing and outdoor adventure enthusiast, and enjoy fishing and boating.