What does Wall Street and a seventeen year old boy from Brooklyn have in common?

Me

It may sound wild, but it’s how my career in finance began, and it changed my life.

Hard work, dedication, and a go getter mentality were values I learned at a young age.

Watching my parents grow and build their furniture company, I saw firsthand the challenges and successes you face in owning a business. When I was seventeen years old, I studied vigorously for my Series seven.

After passing on my first try, I got the opportunity to join a hedge fund on Wall Street. I jumped right into the arena of finance and became a registered financial advisor at the young age of eighteen.

The experiences of working alongside professionals who had been in the industry for decades was priceless.

From there, I worked in advertising, investment banking, and financial planning with an emphasis in estate planning and tax minimization.

I still do that today through my family office. I am also a partner at a multi billion dollar private equity firm. My clients rely on me for honesty and unbiased advice. They turn to me for unique opportunities to make passive income with alternative investments outside of the unpredictability of the stock market.

I am also passionate about educating people and helping them secure their legacy and pass on wealth to the next generation.

My passion extends far beyond what I do at the office. I’m involved in a number of charity organizations, and I mentor high school graduates and young adults, providing them the type of support that was extended to me at seventeen years old, which helped put me on the road to success. It’s an incredibly rewarding feeling. Family means everything to me. I have a beautiful wife and four amazing kids.

Instilling values, providing guidance, and serving as a role model is what I live for. Now that you’ve had a small glimpse into my world, I can’t wait to hear about yours.