I joined Brighton Financial Planning in 2008 and assumed ownership in 2010. I focus my efforts at Brighton on helping our clients achieve their long-term goals and objectives. I strive to accomplish this initiative through the services we offer. I provide full financial planning, financial coaching, discretionary asset management, asset monitoring and small business retirement plan advisory services. My clients often are planning for, or are, in retirement and are looking to ensure they have the income and assets necessary to provide the lifestyle they wish to lead. I assist them by forecasting their income and expense, reviewing their insurance coverages and estate documents and analyzing and managing their investment portfolios. I help them identify and address areas of concern, such as liquidity needs, time horizon, risk tolerance, insufficient or missing estate documents or insurance coverage and income/expense mismatches. We then work together to build a plan that resolves these items going forward.
Prior to Brighton, I spent 7 years with the Invesco Quantitative Strategies Group as a Senior Director and Client Portfolio Manager. Within this role, I was responsible for administrative portfolio management duties, portfolio attribution and on-going client reporting. I also wrote white papers covering such topics as Quantitative vs. Fundamental Enhanced Index Managers, SMID Cap strategies, and Transaction Cost Management. Finally, I was a frequent speaker at conferences, including to the United States Securities and Exchange Commission. Prior to Invesco, I was as an Officer and Senior Vice President at Mutual of America Capital Management responsible for sales and marketing efforts for the MOACM stable of investment strategies. Prior to Mutual of America, I held several positions with Raymond James & Associates, Inc. and subsidiaries. These positions included Director of Marketing & Client Service for Awad Asset Management, Regional Vice President for Heritage Asset Management, Inc., Director of Corporate New Business Development for the Investment Banking Group and Marketing Associate with the Partnership Investment Banking Group.
I graduated from Rutgers University, with a B.A. in Political Science in 1988, and from the University of Tampa, with an M.B.A in Finance in 1993. I also earned a Certificate in Financial Planning from Florida State University and a Certificate in Financial Planning Teaching from CFP Board-Columbia University School of Professional Studies.
I possess the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Accredited Investment Fiduciary (AIF®), and the CERTIFIED FINANCIAL PLANNER™ designations. I also have earned the DACFP Certificate in Blockchain and Digital Assets.
I am a member of the Board of Directors of the Financial Planning Association of New Jersey. I was the 2019-2020 Education Director for FPA-NJ, 2021 President and am the 2022 Chairperson and Major Conference Director. I am also a member of the CFA Institute, the Financial Planning Association, the New York Society of Security Analysts, the Digital Assets Council of Financial Professionals and the CAIA Association.
I am an avid, albeit slow, triathlete and compete in both triathlons and duathlons as often as possible. My favorite discipline is biking and I spend many hours on the bike or trainer. I am also an avid golfer. I have a daughter, a Wake Forest undergrad and UNC grad school graduate and a son, a Lehigh undergrad and Duke grad school graduate. My wife is a Vanderbilt undergrad and UNC grad school graduate and is President of a regional commercial insurance company. We spend our vacation time traveling or relaxing on Kiawah Island in South Carolina.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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I am a 2017, 2018, 2019, 2020, 2021 and 2022 Five Star Wealth Manager.