EO

I sit on the board of EO or the Entrepreneurs Organization serving the NYC members as President. We are celebrating EO’s 30th year and I couldn’t be more proud and humbled to serve as President for the 2017 – 2018 term. As part of my role I mentor budding entrepreneurs and encourage them to become social entrepreneurs by finding ways to tie their personal passions and values with their business the way I did.

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EO: New York Videos

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EO: New York In The Press

DOL Rule Could Force Broker Moves

DOL Rule Could Force Broker Moves

Many advisors who will be unable to sell commissioned investments in IRAs after the DOL rule goes into effect are being forced to shop for new homes. Firms and recruiters are seeing an uptick in the number of inquiries by reps looking for firms that will accommodate...

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