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.”
Experience:
Education:
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.”
Contact:
Call 212-625-1200