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Please list your areas of Expertise
Personal investing, financial services.
Summarize your expertise in greater detail
My background is in asset management and investment banking at Barclays/Lehman Brothers and Deutsche Bank. My expertise includes all aspects of personal investing such as investment selection, risk analysis and asset allocation.
I can also speak knowledgeably about the inner workings of Wall Street banks and how they relate to wealthy clients and how regulation relates to them. I also understand mutual funds, ETFs, stock, bond, commodity and currency markets from the point of view of the investor.
As founder of online wealth management startup NestEgg Wealth I can speak on the challenges of the online marketplace, getting funded, marketing your company and how to make a big impression with a small business.
B.A. Amherst College
JD/MBA Columbia University
Office Address 1
349 5th Avenue
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