COO, Managing Director, TailorMade
As a small boutique wealth management practice, I wear many hats. As Director of Planning, I lead the advanced wealth management planning for both our partner advisor relationships and our own clients. Providing and delivering highly customized solutions that encompasses wealth management topics beyond investment management in HNW space is definitely a passion.
Returns and performance are important, but the Tax, Legal, Charitable, Business and Family Dynamic aspects of planning represent elements that are essential in any Wealth Management plan. The ability to communicate with all advisors in pursuit of a common goal is what helps set TailorMade in a crowded marketplace. Likewise, our own cutting-edge Wealth & Business Roadmaps provides a competitive advantage and client-facing deliverables that institutional “cookie cutter” planning suites can’t. A win for both our clients and partner advisors.
As the COO, I am responsible for the daily operations of a successful Investment Management, Broker General Agency and Advisor to Advisor business. Today’s ever evolving world of taxes, regulation, marketing and business development provides a similar experience to when I started trading on the floors of the AMEX and NYSE as a specialist and market maker. I hold the Series 7, 24, 63 and 65 securities licenses and I have worked in the financial services industry for over 22 years.