Home: Melville, NY. Birthplace: Brockton, MA. Profession: Financial advisor. Organization: Eagle’s Crest Advisors. Title: President – Financial Advisor. Significant other: My wife, Susan Oonnoonny. Alma mater: Boston University.
Current project: Young Associates steering committee for the Metropolitan Opera. Recent professional development: Working toward my Certified Financial Planner designation. Latest accomplishment: Founding Eagle’s Crest Advisors. Latest contribution to others: Funding a scholarship for first-generation college students at Boston University. What’s been your big (or biggest leap)? Becoming an independent investment advisor. Hobbies: Travel, wine tasting.
Moral compass: The Golden Rule. How do you define an ideal business relationship? One that adds value to the relationship. Working with people that appreciate a differentiated relationship. What is at the top of your bucket list? Travel to South Africa. How do you relieve stress? Watching television. What is your go-to workout? Riding my Peloton. What ingredient is essential to your perfect vacation? Visiting cities.
What was your first paying job? In a Sears department store warehouse. What was your favorite college course? International Relations. What movie have you repeatedly watched? The Godfather. What’s prominently featured on your home or office wall? Monet’s Water Lilies. What is your go-to source of news and information? The New York Times. What company or organization do you most admire? Costco.
What change would you like to see in the world?
Greater empathy for others.
What message do you want to send out into the world? Hard work can make up for most deficiencies you may have at work. Learn from one’s mistakes. What mega-trend most concerns you? Shorter attention spans.
What actor would you choose to play you in the movie about your life? Javier Bardem or Gary Oldman. Who would you like to spend an evening with, in heaven? Jawarhalal Nehru. What advice would you give your younger self? Work at a job where you can make a tangible difference in people’s lives. What period in your life would you do differently, if you could? College junior year. I would have travelled abroad.
Personal mission: To make a meaningful difference in others’ lives. Favorite quote: “Don’t count the days, make the days count” (Mohammed Ali).
