Home: Miami, FL. Age: Mid 50s, with the mind and body of a 30-year-old. Birthplace: Long Island, NY. Profession: Financial Advisor. Organization: The CR Wealth Management Group. Alma mater: Stony Brook University.
Current project: Leading The CR Wealth Management Group across New York and Miami. Latest contribution to others: Active role with the Community Police Relations Foundation. What’s been your big (or biggest leap)? Running the NYC Marathon. Recent travel or adventure: I was introduced to Prague by my wife and we have enjoyed exploring the history, architecture and restaurants. Last book read: The Psychology of Money, by Morgan Housel. Recently viewed and recommended: Landman (Paramount+).
What one word would your closest friend use to describe you? Driven. Moral compass: I strive to leave every place better than I found it. How do you define a perfect friendship? Mutual admiration. How do you define an ideal business relationship? Transparent and anchored in shared success. What is your greatest joy? Traveling and spending time with family and friends. What is your greatest fear? Not making a meaningful impact. What is your favorite place (or way) to spend money? At home with my family, entertaining friends and walking my dogs. What is at the top of your bucket list? Wind surfing in South America. What ingredient is essential to your perfect vacation? The unknown. Befriending the local inhabitants, sharing a meal at a local restaurant and experiencing unfamiliar customs.
What was your first paying job? My first major financial role began at Lehman Brothers in 1990. What book have you repeatedly read? The Intelligent Investor, by Benjamin Graham. What’s prominently featured on your home or office wall? Pictures of my wife and children. Besides your parents, who has had the greatest influence on your life? My branch manager at Lehman Brothers. What’s the best advice you received growing up? Never give up. What is your go-to source of news and information? The Wall Street Journal. What company or organization do you most admire? Stifel.
What is your big idea?
Merging wealth management with community-building initiatives
What change are you working on to effect in your profession or field? Increasing transparency in the client-advisor relationship. What change would you like to see in the world? Transparency in motives. What message do you want to send out into the world? True success combines financial growth with social responsibility. What widely held belief do you reject? Failure is the best teacher.
What title would you choose for the movie about your life? Numbers, Neighborhoods and New Horizons. What actor would you choose to play you in the movie about your life? Brad Pitt. Who would you like to spend an evening with, in heaven? My parents. How would you choose to spend tomorrow, if you knew it was your last day on earth? With family and friends, reflecting on shared memories. What advice would you give your younger self? Take measured risks and stay curious. What day in your life would you choose to re-live? The birth of my children. They are my life. What period in your life would you do differently, if you could? My college years.
Personal mission: To elevate financial well-being while strengthening communities. Personal motto: Don’t sweat the small stuff. Favorite quote: “All our dreams can come true, if we have the courage to pursue them" (Walt Disney). Desired epitaph: Winning!
