Expert Qualifications

This certified public accountant is a Harvard business graduate, as well as lecturer at among the nation's leading business academies. He is extensively published in major financial journals like the New York Post, Wall Street Journal and the Star Ledger, and has made high profile television appearances in CNBC and MSNBC business broadcasts. Finally, he is also listed in the Who's Who in Business and Finance.

Bio Snapshot

  • Location: NJ
  • M.B.A, Taxation, New York University
  • Graduate, Management Program, Harvard Business School
  • Member, Woodbridge Chamber of Commerce
  • Member, Raymond Family Business Foundation
  • Published, numerous business publications and over 10 case studies in family business and entrepreneurship
  • Lectures, several invited lectures and presentations on family business and estate planning
  • Former, CPA, Deloitte & Touche
  • Current, Adjunct Lecturer at top ten business university
  • Current, Principal/President at major tax and accounting firm

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