As President, Chief Investment Officer, and Owner of The Bedminster Group, I specialize in portfolio construction, security selection, trading, prospecting, client reviews, and various other aspects of investment management. I am motivated by helping current and prospective clients figure out their financial goals and create a path to achieving them. I have served in the financial industry for over 33 years. My designations include the CIMA certification administered by the Investments & Wealth Institute (formerly known as the IMCA) and taught in conjunction with the Wharton School at the University of Pennsylvania. I have also been awarded the Applied Behavioral Science Certificate b