Senior Financial Planner
I am a native New Yorker born and raised in Queens, NY and now residing in Long Island, NY with my wife who is a healthcare professional and my two grown children. I have spent many years in financial services with diverse experience in wealth management, fixed income and business retirement plans. I enjoy spending time with my family, working in the yard and long walks with my wife and children. I am always willing to try new foods and will never say no to a good piece of chocolate.
Education: New York University (MBA)
Get to know Jeffrey
Family visit at Cornell University in Ithaca
Making small batch chocolate in Brooklyn, NY
The gorges at Ithaca, NY
My Doctor of Nursing – Finally!
What is the best piece of advice you were ever given?
Treat all with respect, listen and don’t be judgemental
What's the best meal you've ever had?
My wife’s cooking of course.
If you could have any skill in the world, what would it be?
Understanding human behavior and motivations
If you could meet one person, living or dead, real or fictional, and have a conversation with them, who would you meet and what would you talk about?