I work with a select group of high net worth individuals in the New York area, helping them untangle their finances and make informed decisions with their money. I use a comprehensive wealth management process to help them simplify complex issues in investment consulting, advance planning, and relationship management issues. I have more than a decade of experience in the financial services industry, having joined Smith Barney in 1997, after seven years of practicing law as both an appellate prosecutor and then as an appellate litigator at a large New York law firm. After nearly 10 years at Smith Barney, I joined Morgan Stanley in September 2006 and later saw the firm through the transition to Morgan Stanley* in 2009. I am a two-year member of the firm’s President’s Club (2011 and 2012) and one of a very select group with the title of Senior Portfolio Management Director. I am also a Certified Investment Management AnalystSM (CIMA®), a designation awarded by the Investment Management Consultant’s Association, an independent organization. I graduated from Carleton College with a B.A. in Economics in 1983, and from Brooklyn Law School (where I was Executive Editor of the school’s Journal of International Law), in 1991. I completed my CIMA® coursework at the Wharton School of Business at the University of Pennsylvania in 2006. Outside of work, I am heavily involved in my community: I am the Vice-President of the Food Bank for Westchester, a leading charitable organization, and also a member of the Board of Education of the Katonah-Lewisboro School District, an elected position. I live with my wife, Amy, and our two teenage children, Alexander and Juliet, in Westchester NY.