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Ridgewood, NJ
I am the CEO and Co-Managing Partner of Alexandria Capital and as such, spearhead and oversee major organizational and strategic initiatives for the firm. I've spent most of my 25 plus years in the financial services industry, working with both institutional and HNW clients providing investment management and wealth advisory services.
My previous endeavors include being the founder and president of Princeton Advisory Group, a multi-billion dollar fixed-income manager; founder and managing principal of Botree Capital Partners, a consultant to startups and investors in early-stage companies; chairman and president of ImaginAsian Entertainment, the first Asian American mainstream cable network in the US.
I enjoy building, sharing, and learning, particularly as they relate to optimizing creativity and collaboration in the workplace. I am a critical advocate for fiduciary changes in the retail financial services industry, and a great fan and student of how technology and M&A activities are changing the landscape. Full Summary
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