Founder & CEO, Chief Portfolio Strategist at Imperia Wealth Management
Interested in:
Arts, Culture and Humanities Organizations, Disabilities, Disease focused Nonprofits & Foundations, Education - Higher Education, Education, Education - Independent Schools and Other Education, Entrepreneurship, Food Insecurity, Healthcare - Nonprofit, Research Organizations, Youth Development and Advocacy
Contact Information
Areas of expertise:
Accounting & Finance, Entrepreneurship
Detailed Information
I have 27 years of Investment Mangement experience and am a serial entrepreneur. Imperia Wealth Management is the firm I founded in December of 2020. We work with non-profits to bring them financial guidance and expertise intrical to their operational success. We have begun to focus on the non-profit space and would love to help in any way we can, whether that means joining a board or simply offering our guidance to an existing board. I and my team are here to help any way we can.
