Ethan began his career at TIAA-CREF and participated in various roles during his tenure. Some keynote accomplishments include the establishment of new site operations in Charlotte, NC staffing over 2,000 employees, implementation of Harvard University’s Defined Benefit program and overseeing institutional and individual client relationships for nationally known colleges and universities. Ethan also was employed by MetLife (pension division) winning their national sales award and launching a new financial advisor program for its largest retirement client with over 50,000 employees and $5 billion in plan assets. The new program generated over $100 million in new firm revenues annually. Most recently, Ethan was a Regional Vice President for Fisher Investment representing the firm in the Long Island and Manhattan regions.
Ethan holds an MBA in Finance and a BA with a concentration in accounting. He currently holds a CFP designation, Series 7, 66 licenses and is an Investment Advisor Representative (IAR).