Senior Wealth Advisor / Branch Manager

Dennis is currently our Senior VP of Fixed Income.

Dennis began his financial services career at McLaughlin, Piven, Vogel Securities of 30 Wall Street in 1990 where he developed a successful Fixed Income portfolio as a young trader. Working for such firms as Oppenheimer & Co at the World Financial Center and Wells Fargo, Inc., he has focused his career on fixed income investments. With more than 20 years in personal and institutional fixed income, the goal is to preserve principal, provide current income and offer the potential for capital appreciation. In both taxable and tax- exempt fixed income portfolios, a diversified selection of securities is utilized. The foundation is a focus not on simple yield, but on total return-current yield plus appreciation.

Dennis holds a Bachelor of Science from Northeastern University with a degree in International Business, and hold the Series 7 and 63 registrations.