How I arrived at RWM
“In 2007 I decided that I wanted to change careers from food co-ops to finance. I joined a major brokerage firm on January 1, 2008. Being at a big brokerage firm through the financial crisis was the single best learning experience I could have asked for. It truly had a formative impact on my view of this industry. It was clear to me that the future was not in the brokerage world. Meeting Josh and Barry in 2012, then joining them was akin to joining your favorite band.”
Favorite part of the job
“The people. I read somewhere that if you’re the smartest person in the room that you should leave that room – if that’s the case, I’m not leaving this room anytime soon. That’s true for my coworkers, as well as our clients.”
When I’m Not Working
“My wife Lori and I live on Long Island with our teenage son Owen. My daughter Juliana is a Social Worker in NJ. When I’m not leading the advisors here at RWM, and working with my partners to grow and develop our firm – I’m tending my garden and plotting our next meal, we like to grow and cook food in our house. Prior to the recent situation we’re all in, we loved to travel – and are looking forward to getting back to it.”
