420 Lexington Avenue Suite 2510
New York, NY 10170-2199
Seth enjoys all opportunities he has to offer financial guidance to his clients that are in his care. Being able to support others, with a specialized and talented group of team members is a stark reminder of his professional roots. He looks forward to continuing to teach and serve his community through his current venture.
Seth received his BA in Accounting from Binghamton University and his MBA in Finance and Investments from Baruch College. He is licensed in Health and Life Insurance, maintains his Series 7, 63 Licenses and earned the RICP Designation. Prior to joining Fortis Lux Financia, he spent six years as a Financial Services Professional counseling clients around financial protection, accumulation and distribution strategies, and has an additional twenty-three years of experience as a Bond Market/Portfolio Manager.
With years of experience and certifications under his belt, what emerges from him naturally is an ability to coach. Listening to a client's needs and matching solutions that would be most useful, he strives to leverage his knowledge and experience to their advantage.
Married for eighteen years with two children, he enjoys spending time with his family. In addition, his hobbies include golf, cooking, traveling, home projects and exercise. Seth is excited to join Fortis Lux and is a welcome addition to our team.
Binghamton University (1992)
CUNY Baruch College (2001)
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Retirement Strategies
- Financial Education
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Seth’s Licenses and Disclosures