Growing up in Philadelphia, Gary has always been passionate about the financial markets. He didn’t know it at the time but his career in financial planning began when he would bring his father’s copies of the Wall Street Journal to school with him. Prior to beginning his 29-year career in financial services, Gary attended St. Josephs University where he obtained a B.S. in Finance.
After graduation, Gary began his career working on the Philadelphia Stock Exchange where he traded for retail and institutional clients as well as a proprietary account. Gary also spent time working for Angus Jackson Inc. where he assisted clients with exchange traded derivatives and alternative investments before ultimately starting his own firm.
Today, Gary lives in Berlin, NJ and manages his own independent financial planning and investment management practice through Kingsview Asset Management.
In his free time Gary enjoys going to the beach, watching college basketball, and supporting local Philadelphia teams. When he isn’t working with his clients, you can often find him with his wife Donna and two sons.