Occupation: Managing Director
Company: Rockefeller Capital Management
Born: Brooklyn, New York
Education:
Bachelor’s Degree in Business Administration and Management, St. John’s University (1988)
Certifications:
Security Industry Institute Program, Wharton School
Career:
Managing Director, Rockefeller Capital Management (2022-Present)
Managing Director, EVENTUM Enterprise Solutions (2020-2022)
Managing Director, Morgan Stanley (2014-2019)
Managing Director, Chief Operating Officer (International), Julius Baer (2013-2014)
Managing Director, Head of International Operations, Merrill Lynch International Bank (2010-2013)
Managing Director of Wealth Management, Merrill Lynch/Bank of America (2000-2010)
Civic:
Board Member, Kick4Life F.C. (2020-Present); Executive Board, NICSA; Member, Wealth Management Executive Advisory Board, DTCC; With, United Way
Awards:
Recipient, Phil Cole Scholarship Award
Memberships:
Member, NICSA
Family:
Married: Karen
Two Children
Grandchild: Emma
Sister: Margaret
