Welcome

My team and I serve a broad range of private clients including trailblazers in the performing arts, technology, and digital fields - offering comprehensive financial planning and wealth management. Additionally, we are entrusted by numerous private, non-profit, and philanthropic organizations to provide financial consulting services.

I have twice been named a ‘Top-100 Financial Advisor’ by Investopedia, honored as one of the top financial advisors under 40 by American Bankers Association, and I was a contributing writer for New York Foundation for the Arts book, ‘The Profitable Artist 2.0’. I have been featured in Forbes, Barron's, US News & World Report, Investopedia, Business Insider and more.

My wife and I believe strongly in the importance of philanthropy. We are loyal supporters of many charitable organizations including MusiCares, GLAAD, Human Rights Watch, Janie’s Fund and Little St. Nick Foundation.