I perform equity stock research and portfolio management. Core industries are:  diversified financial services, food and drug industries, and media and technology industries. Mutual funds and ETFs provide further diversification and investments. Investments are managed within the context of comprehensive financial planning. 

I have a bachelor’s degree in economics from Cornell University, and a law degree with a merit scholarship from Benjamin N. Cardozo School of Law. I have a Masters of Business Administration (MBA) in finance from the University of Chicago Booth School of Business. I am a Certified Financial Planner® (CFP®) and a Certified Investment Management Analyst (CIMA®), and an Enrolled Agent (EA) in tax.