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Publications

•Princeton University; BA English
•Attended NYU’s Stern School of Business, MBA Program
•Three year Varsity Letter winner, Princeton Men’s Basketball; Two-time Ivy League Champions
•Founder,Bridge to Youth, Inc.,community based non-profit program for children with autism
•Member of Executive Committee, Holy Cross High School Board of Directors; member Finance Committee, Education Committee
•Member of Holy Cross High School Hall of Fame


Rich spent 20 years at the Wall Street Investment Banking firm of Donaldson, Lufkin & Jenrette. Those years afforded a first-hand, in depth, and broadly-based accumulation of market experience which Rich uniquely imparts to his wealth management clients today. He also has extensive leadership experience in the creation of new businesses, the strategic positioning and growth of existing businesses, and the team building necessary to move planning forward into successful and sustainable execution.

I take a comprehensive approach to my clients' financial needs, employing customized and innovative strategies and plans for the creation and protection of wealth. By combining a unique, client-focused process and a state-of-the-art wealth management tool known as the Living Balance Sheet, along with the lost art of listening to clients' concerns and desires, I create optimal, non fee-based financial plans designed to meet specific needs of individuals and businesses. Each plan is continually evaluated to allow for clients' ongoing financial and life events.

Individual and Family:
•Investment Management
•Retirement Planning
•Life Insurance
•Estate Planning
•Crises/Distress Financial Management
•Special Needs Planning


Business:
•Employee Benefits
•Tailored Executive Benefit Programs
•Partners’ Agreements/Business Continuation
•Estate Planning
•Risk Management


New York, New Jersey, Massachusetts

New York, New Jersey

http://www.strat4wealth.com/