I have been in financial services since 1975. My background includes investment management positions at U.S. Trust Company, HSBC Bank USA, The Bank of New York, and Brown Brothers Harriman & Company. I have also worked with Morgan Guaranty Trust Co. and Merrill Lynch. I have a Masters of Business Administration in Financial Management from Pace University in New York City, and a BA in Psychology from St. Francis College in Brooklyn and am a CERTIFIED FINANCIAL PLANNERTM practitioner. My goal in establishing Infiniti Wealth Management was to create an environment where I could have one-to-one relationships with my clients. I care deeply about my clients’ success, and find working with