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My Story

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.


If you or a client are interested in a free consultation, please contact me.


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