I graduated from Hofstra University with a B.B.A in Finance and Economics. I enjoy spending time with family, golfing, scuba diving, and chasing around my 2 year old granddaughter.
As a Director with Baird Private Wealth Management, I have over 39 years of experience and expertise in portfolio management, retirement planning and estate planning strategies. Together with Baird's global resources and deep expertise, I help clients build a customized plan to reach their long-term financial goals.
Over the past 100 years, Baird's capabilities have grown with our clients' needs. Our five complementary businesses help diversify and balance revenue through all types of market conditions. Our structure and independence give us the financial strength to make ongoing investments in the professional expertise and distinctive culture that make Baird a trusted partner for individuals, municipalities, corporations and institutions around the world.
Baird is built upon shared values of honesty, integrity, genuine concern for clients and respect for associates. These values drew me to Baird and remain central to my ability to earn the quality client partnerships and maintain the high standards that are Baird traditions.