Corporate Retirement Plans

How I arrived at RWM:

“I came to the financial services / retirement plan space as a result of responsibilities I had for employee benefits during my corporate days.  I thoroughly enjoyed that part of the job and at one time served as both an Investment Committee member for our Pension plan and later, as a Trustee of our 401k plan.” 

Favorite part of the job:

“In a nutshell – education.  There is so little education for plan sponsors, individual clients, plan participants as to what really matters in retirement savings; and what the difference is between ‘product’ and ‘process.’  I love that part of the job.”




Providence College, B.A. Political Science

Professional Organizations:

Accredited Investment Fiduciary the Professional Plan Consultant designations from the Center for Fiduciary Studies

When I’m Not Working:

“I like to stay active in my community; the Harry Chapin Food Bank in Fort Myers, Florida is particularly near and dear to my heart. I love a good golf course, even if it doesn’t love me back (though it’s so much better when it does).   Family time is very important to me.  My wife Rose and I spend quite a bit of time with our adult children and ever-growing brood of grandkids.”


Call 212-625-1200