Expert Qualifications
This highly qualified expert earned his BS in finance from the State University of New York College of Oswego and his MBA in finance from New York University Stern School of Business. Formerly, he served as a senior strategist of investment and global private banking and vice president of institutional research at Merril Lynch. He also served as president at SJM Advisors. Currently, he is the chief compliance officer at an institutional fiduciary services and resident investment advisor firm, where he has served since 2018. He has also served as a co-managing principal, chief investment officer, and chief compliance officer at an SEC-registered investment adviser firm since 2004.
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