I am a Financial Consultant with an extensive background in investment management. I previously served as Portfolio Manager and Chief Economist at a midsize investment management firm in New York City where I managed fixed income and equity accounts for individuals and institutions. I have a graduate degree in Economics, am a holder of the Chartered Financial Analyst (CFA) designation and I’ve passed the Certified Financial Planner Exam. I can help individual and business clients achieve their financial goals through the integration of their investments, insurance (life, health, disability, long term care etc.) annuities, employee benefits including 401K and other retirement plans, insurance, executive compensation, etc.