When I came home one evening to tell my wife that I had put the last piece of our financial protection into place, I felt a huge sense of relief. It brings me great satisfaction when my clients express to me that because of my help in creating optimal balance in their financial world, they have experienced that same financial confidence. It is my mission to implement strategies built to last several lifetimes and to prevent my clients from creating strategies and acquiring products that will demonstrably fail.
I come to The Bulfinch Group with experience in finance, law and business. After graduating from Harvard College in 1969, and earning a Juris Doctor from George Washington University Law School in 1973, I spent a year as a Fulbright Fellow at the faculty of law at the University of Munich, Germany. Following that, I worked as an attorney in New York, Washington, D.C. and Paris, where I advised clients in their business and financial affairs. After my law career, I established and ran the American subsidiary of a major European manufacturer of high-end kitchen equipment.
Both my wife Brigitte and I are French and have a strong appreciation for the culture of food. Brigitte is a wonderful chef, and we both appreciate the company and warm environment that food brings to life. Our three children have all been raised in a multi-cultural and multi-lingual environment. I have been a competitive tennis and squash player since my youth, and have recently taken up Latin ballroom dancing with Brigitte. We currently reside in West Roxbury, MA and are proud grandparents of 2 grandchildren.
I am a multi-year winner of the Five Star Wealth Manager Award.
*Not practicing as an attorney for Guardian or any subsidiaries or affiliates thereof.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OE09819; FL Insurance License #E061210. *Five Star award is not issued or endorsed by Guardian or its subsidiaries.