What I enjoy the most about my job is working with clients to help them achieve their financial goals and educating them along the way. I have a team in Radnor working with me to achieve those goals, and having our client engaged in the process, understand the direction we are going, the risk and rewards of investing and what we hope to accomplish is very rewarding.
My Experience
I have spent over 40 years on Wall Street in various capacities and as such have had the opportunity to work with and observe some of the greatest investors. Investing is an inexact science. There are several ways to get results and each investor has to find their own way, what works for them.
Education
- Lehigh University, B.A. Architecture & B.A. Urban Studies