Senior Vice President of U.S. Trust, serving as a lead relationship manager
for a professional team providing a full spectrum of private wealth
services to clients with liquid assets up to $3 billion. Former Principal
of Kidder Peabody and Director of Floor Procedure at the New York Stock
Exchange. Previously served as Vice President of Lehman Brothers and Asst.
Counsel to the U.S. Senate Banking and Currency Committee. Received BA and BCL in Law from William and Mary, and MA in Law from Oxford University.
Wall Street Management &
Capital, Inc. Corporate Offices: 1025 Greenwood Blvd.
Suite 351, Lake Mary, FL
Mailing Address: 531 Estates Place
Longwood, FL 32779