I am a partner in a wealth management firm in the Western New York area. We specialize in philanthropic portfolio management & asset management in both the public and private sector. I have been in the industry for over 23 years and have held leadership postions with HSBC Bank & Securities, Prudential Financial & New York Life. It is our goal to make a tangiable impact on the quality of our clients lives via the implimentation of sounf financial strategies. We welcome the opportunity to dialog and pursue intellecutual parity via "The Industry Standard".