Experience

• 

  Clear Point Credit Counseling

  • President
• 

  Clear Point Advisors Inc.

  • Melville, New York

  • President

    • Feb 1998 - Present
    • Melville, New York

    Own and operate our "fee-only" Registered Investment Advisor firm. We have a fiduciary responsibility to our clients in managing their portfolios and in the advice that we provide.

• 

  Community Housing Innovations, Inc.

  • White Plains, NY

  • Chairman of the Board (Retired)

    • Jun 1994 - Dec 2019
    • White Plains, NY

    Served as Chairman of this Non-Profit organization that employs more than 300 people and provides affordable housing solutions primarily in Nassau, Suffolk, and Westchester counties, New York. (Retired from CHI Board Dec. 2019)

• 

  JP Morgan Chase Private Bank

  • 270 Park Avenue, NYC

  • Director VP Investment Advisory Services

    • Feb 1987 - Feb 1998
    • 270 Park Avenue, NYC

    Director/Sr. Advisor of Chase Private Bank Investment Advisory Group.

• 

  Morgan Stanley Dean Witter

  • NYC Downtown

  • Director--Personal Financial Planning group

    • Jan 1985 - Feb 1987
    • NYC Downtown

    Served as a Personal Financial Planner and Acting Director of the Personal Financial Planning group in the New York corporate headquarters of Dean Witter.

• 

  Metropolitan Life Insurance Company

  • One Madison Avenue, NYC

  • Senior Consultant

    • Jan 1979 - Jan 1985
    • One Madison Avenue, NYC

    Senior Consultant with a group of attorneys in the "advanced underwriting" department in the Met Life NYC headquarters. Developed materials and strategies and provided consulting with respect to tax sensitive advanced marketing concepts.