I help pre-retirees, retirees, and mainstream investors who need financial advice, by offering customized, creative solutions, using meaningful financial guidance and personalized financial strategies, in order to help meet your financial goals.
I have been a participant in the annual Steve Belson Memorial Swim in Rockaway Beach, NY, to honor my cousin who was a member of the New York City Fire Department and died in the line of duty on September 11, 2001. Since 2015, I have served as a Volunteer for Connect2NY, Friendly Visiting for Holocaust Survivors, a program of the JCC of Greater Coney Island, Brooklyn, NY.
I am also the Author of two books, "Ten Times Chai: 180 Orthodox Synagogues of New York City," published in 2017 and "Essential Torah Words, Names, and Phrases," published in 2024.I am a 1985 graduate of Cornell University, Ithaca, NY. Before joining Oppenheimer & Co., I served as a Senior Financial Consultant at Merrill Lynch and as an Assistant Vice President at Smith Barney. I am an avid New York Knicks fan and I enjoy art, architecture, photography, reading, cycling, tennis, and travel.
