Business owner and senior partner at PCG Asset Management Firm. Financial advisor empowering clients to pursue their financial dreams for over a decade.
About
I am the Senior Partner of Private Client Group, which is based in Bedminster, New Jersey, New York City, and Florida. I founded the firm in 2009, after serving as a financial advisor for 22 years with UBS, Paine Webber, and Kidder Peabody. Many of our current clients have worked with me for decades, allowing us to grow together and adapt to changing market cycles and conditions, as well as each client’s unique circumstances and needs. I have always made personal contact and availability to clients a cornerstone of the business. Apart from my role as a wealth advisor, I am involved with several local non-profit organizations and am a member of the Board of Trustees at Centenary College and Freedom House.
At Private Client Group, we combine our experience in investment planning and money management with a commitment to personalized, individual service. We focus on working with a relatively small group of individuals and families that would typically be characterized as “High Net Worth”. These include professionals, business owners, and corporate executives. We strive to develop an in-depth knowledge of each client’s family members while identifying their needs, goals and risk tolerances. Because we believe in a “multi-generational” approach, we formulate strategies and solutions that are designed to help our clients preserve and grow their wealth, and ultimately pass it onto their heirs.
As an independent firm, Private Client Group is selective in offering only investment products and services that we believe are best suited to realize our client’s financial objectives. Our experience in the wealth management business allows us to concentrate on asset management using “best-of-breed” institutional money managers. And because we recognize that our experience is just one component of our client’s financial success, we also focus on regular communication with our clients’ accounting, tax and estate planning advisors to optimize results in these important areas.
Experience
Private Client Group AM
Senior Partner
Jan 2009-Present
UBS
First Vice President
1987-2009
Education
Old Dominion University
BS, Business Finance
1983-1987