I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

Prior to joining Blue Ocean Wealth Solutions, I spent several years at Morgan Stanley in New York. My experience included roles across institutional equities and other areas of financial services.

I graduated cum laude from Cornell University’s Charles H. Dyson School of Applied Economics and Management with a Bachelor of Science in Applied Economics and Management.

Originally from Brooklyn and now based on Long Island, I enjoy basketball, baseball, gaming, and spending time with family and friends.

Education

Cornell University, B.S. in Applied Economics and Management, Cum Laude (2017-2021)

Hobbies

Mixed Martial Arts, Fantasy Baseball & Basketball, ESports, Reality TV, Family Time

Affiliations & Memberships

Cornell University Alumni, Delta Chi Fraternity Alumni, Alpha Kappa Psi

Community Involvement

Make-A-Wish Foundation