Adirondack based financial advisor who provides customized investment strategies and personalized financial planning for individuals, businesses and non-profits. Significant expertise in research, portfolio design, trading, and risk management that helps clients navigate the complexities of the market across a variety of investment strategies. Chartered Financial Analyst® (CFA®) charterholder and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.Adirondack based financial advisor who provides customized investment strategies and personalized financial planning for individuals, businesses and non-profits. Significant expertise in research, portfolio design, trading, and risk management that