As a Partner at ARS Investment Partners, my primary responsibility is portfolio management. With over 37 years of experience in the financial services industry, I specialize in investment management with a focus on compounding our clients' capital through a risk-managed approach. I began my career after obtaining a B.S. in Economics from Southern Connecticut State University in 1985. My commitment to professional growth led me to earn the Chartered Financial Analyst® (CFA®) designation in 1996. Before joining ARS Investment Partners, I worked at Artemis Wealth, where I honed my skills and deepened my understanding of the financial markets.
What motivates me most is the constant learning that comes with this profession. Markets are always changing and evolving, and I thrive on staying ahead of these changes to better serve my clients. The aspect of my job that I enjoy the most is helping clients meet their financial goals and earning their trust as their advisor. I believe that the greatest value I can provide is my ability to make complex financial concepts simple and accessible for my clients. Through my work and personal life, I strive to bring clarity, trust, and effective financial strategies to those I serve, always aiming to simplify the complexities of the financial world for my clients.
I currently live in my hometown of Verona, New Jersey, with my wife, Rena. Together, we have two adult children, Quinn and Sloan. Outside of work, I am actively involved in the CFA Institute and the NY Society of Security Analysts to stay current with industry trends and continue my professional development. In my free time, I like to maintain an active lifestyle and enjoy spending time with my family. We engage in various sports in a friendly – but competitive – manner, which keeps us all connected and energized.