Like most firms, we offer a broad range of solutions for clients with complex needs. But it's our powerful technology that helps “put it all together” and really allows us to shine. We continually invest in powerful, state-of-the-art software to enable a top-tier, highly personalized client experience.

Second, we offer choice in terms of how clients elect to pay for services. We can work on a consulting basis only, meaning we aren't required to have assets under our management to work with someone.

Third, as a fiduciary I have a duty to operate in the best interest of each and every client. Not all investment advisors and brokers operate exclusively under a fiduciary standard – but we do, and we believe this is key differentiator from many of our competitors at the larger firms.

When I was a kid, the three things I loved most growing up were fishing, music, and collecting baseball cards. I also had a bit of an organization "disorder". I didn't just enjoy fishing, I loved organizing the tackle box. I liked when my record albums were sorted alphabetically by artist. And I would spend hours getting my Topps "Complete Set" of cards in order by team and player. It was a bit "OCD" in today's terms. Now I like to get client balance sheets in order by organizing employer stock options and restricted grants by vesting schedule. Go figure!

My Dad built a successful career in institutional investment management, so I basically grew up around the business, although I wasn’t immediately interested in working in the investment world. My Mom worked with him to provide office support and she joined him in client dinners and meetings. Over the years, they became close friends with many clients. So my parents taught me not only about the investment business itself, but also how to work together while keeping a solid and successful marriage. That's been helpful to Erin and me in working together and staying married!

I love all kinds of music and played guitar for a local cover band with a good friend for a number of years. But after too many late nights (and Monday mornings that came way too early!) I "retired" to focus on family, clients and career.

Commonwealth is the engine that makes our firm go. They provide the infrastructure for our business - and so much more.  We couldn't provide the client experience that we deliver - at least not to the same level - without them.

We choose to partner with them for a number of reasons.  Here are 3: 

First, their technology and infrastructure are truly state-of-the art, giving us the ability to scale the business without having to add staff. Leveraging Commonwealth's technology allows us to do more with less at an exceptionally reasonable cost to the client.

Second, they provide supervision and oversight. We are audited by a member of Commonwealth's compliance team every year. There is active surveillance of the portfolios under our stewardship to ensure alignment with the policy and parameters of the client.

Finally, Commonwealth's culture and vision is totally in sync with our philosophy and how we operate. And they are simply nice people to work with! They are totally focused on their clients (us), just as we are totally focused on our clients (you).

Back in 2009, when I was about 50 pounds heavier, I made a decision to get back in shape. I never wanted to go through another “2008 financial crisis" without being in top physical condition. Since then I've come to enjoy all kinds of workout activities, including running, yoga and circuit training.

Erin and I also love to travel, and often tie in trips with client visits away from home. To combat the long Central New York winters I've recently taken up cross country skiing. I still love going to see live music. And I still enjoy fishing, although the tackle box is now a bit messy!