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Managing Partner and President of Forza Investment Advisory, LLC, a Registered Investment Advisor based in NJ.
- 20+ years as a Portfolio Manager/Analyst managing Growth stocks of all cap sizes as well as balanced portfolios
- Experience managing multiple types of accounts including institutional portfolios, HNW accts and mutual funds
- 25+ years in the financial services industry
- Fundamental equity generalist covering all sectors with primary areas of expertise in Financials, Industrials/Cap Goods, Health Care
-CFA with MBA Finance and BS Accounting undergrad degrees