BA, Wesleyan University; MBA, NYU Stern School of Business
YEAR STARTED at PMA
Research and marketing analyst, The Vanguard Group | Financial and budgetary analyst, General Chemical Corporation | Assistant general manager and controller, New York Chamber Symphony
SPECIAL EXPERTISE/ FOCUS AREAS
Retirement planning, investment planning, cash flow analysis
Board member with Astral Artists, a nonprofit intensive mentoring program for early-career classical musicians
I enjoy reading, music, concerts, exercise, travel, playing the cello.
PMA brings the financial ideas and techniques of academia to the smaller high-net-worth investor.