I have spent more than 42 years in financial services — a career built on rigorous analysis, disciplined investing, and an unwavering commitment to doing right by the people I serve.
I earned a Bachelor of Arts in Economics from Fairfield University, a Jesuit institution in Fairfield, Connecticut, and received a nomination to the United States Naval Academy, an early foundation in the discipline and standards I have carried throughout my career.
My professional path began in the corporate world, first as a Financial Analyst within the Corporate Financial Planning and Analysis group at GE Capital Corporation in Stamford, Connecticut, and then as a Senior Corporate Auditor at the Xerox Corporation in New York City. Those formative years inside two of America's most demanding analytical environments shaped the research-driven, process-first approach that defines WealthMetrix today.
In 1984, I launched my investment management career with MONY Financial Services. Decades of client-focused practice followed, leading to the establishment of THM Wealth Management, which later became WealthMetrix.
My philosophy is straightforward; at the heart of investing is a stock and a bond, everything built on top of that had better earn its place. I design portfolios around a sound core, blending growth and value across large, mid, and small capitalization holdings. Then add intentional alpha through disciplined sector allocation sourced from the 11 sectors of the S&P 500. My current area of deepest focus is the artificial intelligence infrastructure stack, an investment theme I believe will define the next decade across energy, utilities, semiconductors, and data infrastructure.
I like consistency — in markets and in life. Wanda and I have been married since 1983. We have three sons, Ryan, Brett, and Troy, three wonderful daughters-in-law, and seven grandchildren who keep the calendar full.