Experience

myCIO Wealth Partners

• United States
• Investment Management
• 1 - 100 Employee

• Partner

  • Sep 2006 - Present

  • Develop and manage new and existing client relationships with high net worth individuals ($5 -$500 million) and corporate executives of Fortune 500 Companies. • Advise clients on appropriate investment strategy incorporating Modern Portfolio Theory and tax efficiency. • Due diligence on Hedge Funds/Alternative Investments, Separate Account Managers and Mutual Funds. • Review executive client’s employee and executive benefits, including creation of schedules outlining non-qualified and incentive stock option grants, restricted stock grants and retirement deferral plans. • Created options volatility analysis to determine appropriate sale prices for executive stock and option grants. • Developed tax efficient strategies for exercising company stock options. • Create cash flow models for retirement planning, college planning, risk management and accumulation savings. • Prepare individual federal and state returns and provide quarterly tax forecasts to gauge client potential federal and state tax liabilities. • Analyze client’s estate and philanthropic plan, preparing estate tax analysis and addressing deficiencies. • Develop & present group educational seminars on financial planning and corporate benefits.



Friends of Seger Park Playground

• Non-profit Organizations

• President

  • 2015 - Nov 2017



1934 Group

• Greater Philadelphia Area

• Underwriting Director

  • 2004 - 2006

  • Managed existing client relationships for small life insurance firm with focus on client service, underwriting and marketing. • Worked on the technical design of individual life and disability programs through utilization of optimal insurance carrier, type of product, and policy funding configuration. • Prepared client-specific presentations, enrollment materials, and modeling analysis, with a particular focus on income & transfer tax efficiency; topics include executive benefit programs, business transition planning, and estate planning techniques. • Attended client meetings and coached both individual and corporate clients on the technical aspects of their insurance programs, including nuances specific to their particular insurance carrier / product. • Intimately involved in program implementation and the underwriting process, including helping to negotiate most favorable underwriting offers. • Conducted quantitative analysis supporting firm’s annual reviews of clients’ estate plans for all of its numerous estate planning relationships. • Responsible for hiring and supervising the firm’s new business coordinator position and training of new employees.



SUNY Maritime College

• United States
• Higher Education
• 100 - 200 Employee

• Director of Student Activities

  • 2003 - 2005

  • Responsible for organization of student events and activities, both on and off campus. • Coordinated new student orientation program and resident assistant programs and served as primary judicial officer and Student Government liaison and advisor. • Co-chair of Maritime College Alcohol Abuse Prevention Campaign. • Responsible for organization of student events and activities, both on and off campus. • Coordinated new student orientation program and resident assistant programs and served as primary judicial officer and Student Government liaison and advisor. • Co-chair of Maritime College Alcohol Abuse Prevention Campaign.