After a long and successful career as a CFO/COO, I entered the world of financial advising/wealth management. I bring the depth and breadth of my experiences both technical and personal, to assist clients in managing the complexity of their financial world to achieve their personal goals. Over my career, I have been involved with venture-funded tech start-ups, professional service firms, a High Tech Patent Pool, my own consulting firm, advising individuals and start-up ventures in fundraising and operational issues, and most recently with Merrill Lynch.
I have a BS in Economics from the Wharton School of Commerce and Finance, University of Pennsylvania, an MBA and Masters in Taxation, Joint Degree, from the University of Hartford. I am also a CPA, licensed in the State of Massachusetts, and a holder of the Certified Financial Planner designation, CFP®. I am on the Board of Directors of the MIT Enterprise Forum.