I am an Investment Advisor at RMR Wealth Builders, an independent financial planning firm. Previously, I was a Financial Advisor at ING Financial Services and a Vice President of Portfolio Management at First Republic Group, a New York-based wealth management firm providing objective research and highly personalized financial advice in the trading community. I manage equity and balanced portfolios for high net worth individuals, 401k plans and small institutions. Since 2013, I have transitioned to fee based portfolio management, primarily working with small to medium sized businesses & endowments, to implement and manage their investment accounts. I provide timely industry knowledge to plan