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Biography

Fred is a Principal based in South Florida. For over 30 years he has served as a wealth manager and financial planner to affluent families, senior corporate executives, entrepreneurs, philanthropists and non-profit organizations.

Prior to joining Cerity Partners, Fred was a Vice President at Goldman Sachs, RBC Wealth Management, BNY Mellon Wealth Management, and Merrill Lynch, providing holistic financial planning, portfolio management, trust and estate, corporate benefit, insurance risk management, and retirement planning advice to high net-worth families. Earlier in his career Fred was President of Banorte Securities International, LLC., Regional Vice President at Fidelity Institutional Investment Services, Inc., and a Commodity Trader at Philipp Brothers/Solomon Brothers.

Education

  • B. A. form Colgate University
  • MBA from NYU’s Stern School of Business

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 65 License holder
  • Life, Accident & Health License Holder
  • Long-term Care License Holder
  • Past Board Member, Our Fund Foundation
  • Past Board Member, Stonewall Foundation
  • Past Advisor, PhilanthropyMiami

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.