As one of the youngest senior managing directors at Bear Stearns, I spent 23 years helping shape portfolios rooted in sound strategy and deep market insight. Later, I founded and led Sage Wealth Management at Morgan Stanley, where my team received national recognition for our integrity, performance, and long-term client success. Together, we were honored by Forbes as a Best-In-State Wealth Management Team (2020–2023) and included in Barron’s Top 250 Private Wealth Teams in 2024.