How I arrived at RWM:
“After leaving the Navy in 2005, I took a job at Merrill Lynch in Washington DC. I was looking for something completely different from the military and didn’t want the typical “Navy-Lite” life (such as Booz Allen, Lockheed, etc). When I started, a USMA grad pulled me aside and suggested I read David Rosenberg and Richard Bernstein. Reading Rosenberg led me to Barry’s blog, The Big Picture, which I still read every day.”
Favorite part of the job:
“Finding solutions that can help advisors and clients with financial planning is most rewarding.”
Experience:
Education:
- United States Naval Academy, Bachelor of Science, Ocean Engineering
- United States Navy Fighter Weapons School, Air Traffic Controller
- CERTIFIED FINANCIAL PLANNER™ / CFPⓇ
Professional Organizations:
- Treasurer, Shared Horizons
- Member, Board of Trustees, The Pennfield School
When I’m Not Working:
“I love staying active with my wife and young sons (9 and 11) by skiing, surfing and running. When Army-Navy square-off in football, I can be found cooking up a big BBQ feast for my friends. We live in Newport, RI with our trusted family dog.”
Contact:
Call 212-625-1200