Over the course of a 30 year career helping people manage their wealth, I have come to believe that all success comes down to managing risk. Risk is a broad concept that encompasses more than just protecting a client's assets from loss - a deeper, more nuanced definition of risk includes other factors. For example, opportunity risk;
Over the course of a 30 year career helping people manage their wealth, I have come to believe that all success comes down to managing risk. Risk is a broad concept that encompasses more than just protecting a client's assets from loss - a deeper, more nuanced definition of risk includes other factors. For example, opportunity risk; the possibility that you might miss a chance to realize substantial gains, due to inactivity, poor advice or some other factor. Longevity risk - the possibility that you might outlive your wealth. Interest rate risk - by protecting your principle, are you settling for a return that might not be competitive in the future. Risk can mean a dozen things. Sometimes, following the traditional "safe" investments might actually be more risky than pursuing a carefully constructed investment plan designed to reach your financial goals while minimizing volatility. I enjoy working with my clients to help them articulate and pursue their goals using all the tools I have available to me.
I am a Family Wealth Director, a designation earned by fewer than 2% of all Morgan Stanley advisors, demonstrating my knowledge across a wide variety of wealth management issues, and granting me access to services not available to all advisors. I am also a CHARTERED RETIREMENT PLANNING COUNSELOR(SM) and a non-practicing Certified Public Accountant (CPA).
Family Wealth Director, Senior Portfolio Management Director, Senior Vice President, Wealth Advisor @ I am a founding partner of the Queally Waxman Wealth Management Group at Morgan Stanley. We are a team of 3 advisors with a simple goal - to help our clients manage their wealth and provide advice they can trust. In addition to our core mission of managing client portfolios, we work with clients and their trusted advisors on income tax planning, estate planning and intergenerational wealth transfer strategies, including trust services and philanthropic planning. From November 2008 to Present (7 years 2 months) Senior Vice President, Financial Advisor @ From September 1986 to November 2008 (22 years 3 months) Manager @ From August 1983 to September 1986 (3 years 2 months)
Bachelor of Science, Accounting and Finance @ Boston College - Wallace E. Carroll Graduate School of Management From 1979 to 1983