Skip is a thirty-year veteran of the capital markets and an early adopter of holistic financial planning for his clients. The ultimate goal of iterative financial planning is to establish a risk-based asset allocation that ensures that a client’s wealth is invested to reach life objectives with as little risk as possible. He is a careful listener who also stresses the importance of legacy planning and execution.
Skip is a graduate of the Greenwich public school system. In 1982, he received a B.A. in Economics from Columbia College and in 1991 received his M.B.A. from Columbia Business School. Prior to joining Greenwich Wealth Management in 2024 he counseled clients at UBS, Smith Barney, and Merrill Lynch. In Greenwich, he is serving his third term on the Town's Harbor Management Commission and as Senior Warden of the St. Paul’s Episcopal Church in Riverside. He has served as an elected member of RTM District 5, as Treasurer of Call-A-Ride of Greenwich, and as President and Chairman of the Greenwich Choral Society. His hobbies are choral singing, rowing, boating, and public service.

Why Statement:
After graduation from Business School, I took a product management position at a direct-mail marketer. At the time, my dad was my financial advisor, and I remember how difficult it was for me to shift my focus from the task at hand to a discussion of the merits of a particular security. When I joined my father as a Financial Advisor at Merrill Lynch, I re-defined the role: to allow busy clients to focus on creating wealth by counseling them from a “big picture” perspective and obviating their involvement with every buy/sell decision. I provide clients with a road map to wealth creation and introduce them to new concepts as their wealth grows. The core of my job is to ensure that funds are available for clients when needed – for home purchases, college educations, lifestyle expansions, retirements, and legacies. By allocating client funds to the best and brightest institutional asset managers, my clients and I are placed in the role of tracking results together. I have enjoyed relationships with clients that have spanned decades and derive great satisfaction from putting the capital markets to work for them over the long term. It’s also gratifying that so many clients have become friends.