Originally from NYC, I now live and work in Princeton NJ


  • ESG (environmental, social, governance) and impact investing

  • Living with meaning and joy

Current professional affiliation:

Previous professional affiliations:

  • Glen Eagle

  • PNC

  • Citi

Professional designations:

  • CFA (Chartered Financial Analyst)


  • EdD (Doctor of Education), Moral psychology, Harvard University

  • MBA, Finance, Columbia University

Unplugged: "Why I'm a Financial Advisor"

June 15, 2020