I have always found that the cornerstone to a long- term client relationship is being able to offer a consultative approach to serving my clients’ needs.
Qualifications
As a registered investment advisor, I currently hold my Series 7 and 66 licenses. In addition, I have my Life, Health, and Variable Annuity licenses. Prior to my joining J.B. Hanauer & Co., I received my Bachelor of Arts degree from New York University. I have also earned my MBA with a concentration in Finance from The University of Miami. When RBC acquired J.B. Hanauer and we converted in 2009, I found that I could offer my clients much broader services through the vast resources offered at RBC Wealth Management.
Personal
I live in Miami Beach, Florida with my lovely wife and daughter. When I am not working, I enjoy playing golf, running, long-boarding, and going to the beach. I am a member of the Greater Miami Jewish Federation and enjoy giving back to the local community. As a family, we love to travel to new places and experience different cultures. Our affinity for good cuisine and foods from around the world keeps us hungry for new opportunities. The experience always seems to keep things in perspective. We’ve found that travelling can be very rewarding and we always learn something new. I continue to learn more every day about my clients, and I am still fortunate to have my grandfather to consult with after all these years.
