I’ve spent my entire career in the financial markets, starting on the trading side long before becoming a wealth advisor. I began in 1997 as a trader and market maker, working across equities, options, commodities, and exchange-traded funds. During that time, I also founded my own practice, Shaw Trading, where I served as Owner and Portfolio Manager from 2006 to 2010. That experience shaped how I think about markets, risk, and discipline—lessons that still guide my work today.

 

Since 2013, my focus has been on helping individuals and families make sound, long-term financial decisions. I’ve spent the majority of my advisory career at Citi, working with clients on investment management, retirement planning, and broader wealth planning strategies. My goal has always been to bring clarity and structure to complex financial situations, especially during uncertain markets.

 

I hold an MBA from Fordham University’s Graduate School of Business and a Bachelor of Arts from Lafayette College. I also hold the CERTIFIED FINANCIAL PLANNER® certification, which reflects my commitment to high professional standards and ongoing education.

 

Today, I combine my background in institutional markets with a planning-first approach, helping clients stay focused on what matters most and make decisions aligned with their long-term goals.