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1290 Avenue Of The Americas, New York, NY 10104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-24 |
Branch Locations
1290 Avenue Of The Americas, New York, NY 10104 • United States
Dobbs Ferry, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | New York | NY | 06/2012 | 04/2017 |
| Morgan Stanely | New York | NY | 04/2017 | 08/2022 |
| Edward Jones | St. Louis | MO | 08/2022 | 11/2025 |
| Neuberger Berman | New York | NY | 03/2026 | Present |
| Cloudvisor, Inc | Wesley Chapel | FL | 12/2025 | 03/2026 |
I serve on the Board of Advisors for Cloudvisor, a technology company, with a start date of November 1, 2025. In this role, I advise the leadership team on strategic direction as it relates to the company's work with independent wealth management firms, in support of its Wealth B2B business line. I dedicate approximately two business hours per month to this activity. I do not receive compensation for this role and hold no financial interest in the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-29 |
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