About Me
While I pride myself on my acumen and my ability to navigate changing market conditions, I believe that I truly demonstrate my mettle when addressing my clients’ complex needs and objectives. My practice is built on two focuses: 1) to help you manage your wealth and 2) provide the personalized guidance you expect and deserve.
About Me
I began my investment industry career in 1994 and joined Stifel in 2014. Prior to Stifel, I acquired a broad array of experience working for Morgan Stanley and its predecessor firms. I earned a Bachelor of Arts in Economics from Stony Brook University and hold Series 7 and 63 securities licenses.
I believe that a sound investment plan begins with understanding your unique financial situation. Once a trusted client relationship is formed, I will develop personalized strategies based on Stifel’s robust research, specific wealth planning techniques, and other time-tested resources to help you pursue your goals. A key element to long-term investment success lies in disciplined investment behavior and integrating risk management strategies designed to preserve your wealth.
Outside the office, I am a member of the Hedge Fund Executive Network, I.N.N. Interfaith Nutrition Network, Long Island Software & Technology Network, and T.E.N. Technology Network.
I could not do this without the help of Jennifer McGowan, Client Service Associate, who serves as our clients’ first point of contact:
Direct: (631) 492-1129
Fax: (631) 752-1547
E-Mail: [email protected]