Forté Principals / Investment Committee
- Tax and financial planning practice Woods & Nathan CPAs.
- Senior tax consultant and tax manager with Price Waterhouse.
- Technical Investment Plan Designer for financial consultants at Cigna Individual Financial Planning Services.
- Fixed income trading assistant and institutional client development specialist with Interstate/Johnson Lane Securities
- Senior auditor with Peat Marwick.
- BA — Accounting, University of Massachusetts.
- MA — Taxation, Florida International University.
- CPA — Certified Public Accountant
- Member of the AICPA and the New York State Society of Certified Public Accountants.