Location:
Greater New York City Area
Work:
retired
since Aug 2012
-
Retired
Interlaken Management LLC
Dec 2010 - Aug 2012
-
Managing director
Raich Ende Malter & Co., LLP
Aug 2009 - Dec 2010
-
Partner
Citigroup Global Wealth Management
Jun 2007 - Feb 2009
-
Managing Director, Director of Wealth Strategies, Citi Family Office
The Bank of New York
Jul 2004 - Mar 2006
-
Managing Director, Head of Wealth Advisory Services
U. S. Trust Company
Jul 1989 - Sep 2003
-
Managing Director, Manager of National Wealth Consulting Division
U S Trust Company
1989 - 2003
-
Managing Director
Touche Ross
Sep 1975 - Jun 1989
-
Partner, Co-National Director of Financial Planning
Education:
New York University School of Law 1977 - 1981
LLM, Taxation
Georgetown University Law Center 1972 - 1975
JD, Law
Syracuse University - Martin J. Whitman School of Management 1968 - 1972
BS, Accounting