Gary began his career in the wealth management industry in 2018 and most recently worked as a Financial Planner at Shufro Rose, a RIA based in NYC that manages $2 billion of assets. Gary played a key role in optimizing all aspects of clients' financial lives through holistic financial planning. He is now leveraging his business acumen to assist entrepreneurs with the sale and purchase of privately held businesses as a Business Broker. Gary received his B.S. in Accounting from the University at Albany, State University of New York, his MBA from Bryant University, and is a CERTIFIED FINANCIAL PLANNER™ professional.
