Managing Director

I believe in helping you get the most you can out of your financial planning. If you’re like many of our clients, you are serious about your financial journey and the advice you are receiving. You have important questions in the ever-changing landscape of the financial world. My role is to provide the right answers for you in the context of your own vision.

I began my financial services career upon graduating from Lehigh University in 2008. Over eleven years at two large firms in Manhattan, I received quality training, worked with top money managers, and ultimately led the investment division of my team. I established Traverse Capital Management in 2019, seeking to deliver greater independence for my clients away from the bias of large firms, and closer engagement with my local Long Island community.

Connecting with people gives me great fulfillment. I am proud to be involved in numerous community-based professional organizations, including founding a weekly networking group and serving on committees in the Chamber of Commerce. I enjoy hearing about my clients’ successes and how they’ve gotten to where they are in life, and then using my knowledge to help them thrive.

I live in Bethpage with my wonderful wife Diane and our three spunky daughters, Rose, Stefania, and Teresa. I do my best to make my family proud every day. I love skiing and nothing makes me happier than being able to share that passion with them.

Skiing with my dad and uncle in Lake Tahoe, 2005. This lifetime passion is the inspiration for my investment process. Click here to learn more.