I leverage over 45 years of experience in the fixed income markets to serve of the group’s high net worth clients. I also coordinate all equity and fixed income syndicates for the group, including IPO, secondary, preferred and municipal bond offerings.
I began my career as a successful business owner for over 20 years. I then went on to join my current partner, Stephen Ackerman, at Emanuel & Company, a firm that specialized in municipal bonds. In 1984, we joined Bear Stearns, where our team became the first at the firm to manage fixed income assets on a portfolio manager (discretionary) basis, managing portfolios for high net worth individuals, ERISA and Taft-Hartley accounts. Our partnership grew into what is now Sage Wealth Management.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative