Senior Vice President
My approach to working with clients is to develop trust such that they are comfortable sharing their financial history, perspectives, concerns, desires, and tolerances. Crafting a plan of action tailored to achieve their goals is the outcome.
Joined Karpus Investment Management in 2002. Currently serving as Senior Vice President and Vice President Fiduciary Services. Emphasis in fiduciary compliance, ERISA, client servicing and business development.
19 years with QCI Asset Management – VP and Director of Retirement Services ─ Pension/401k Plan/Relationship Management
Aesthetic Education Institute ─ Board of Trustees
Crisis Nursery of Rochester ─ Legal/Finance Committee
Catholic Charities (Syracuse) ─ Board Member
Onondaga Council on Alcoholism & Addictions, Inc. (Syracuse) ─ Board Member