Financial Advisor in New York, New York with 5 Year(s) of Experience
Overall, investing and soccer nerd. My commitment is to life long education in order to best serve my clients in an constantly changing world. I provide a transparent process to inform my clients with the most relevant information that will impact their investment portfolios. When away from work, I spend my time with my family or volunteering to teach finance or leadership skills in the community.
Almeida Investment Management
As a fiduciary, we choose to be held to the highest standard of care. We will maintain a strong commitment to being a fee-only advisor that puts people before products. As a private company, we are responsible only to our clients, not to shareholder value.
BBA - Finance
Duration: 2007 - 2011
Advisor SEC/CRD #
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Are you a Fiduciary?
Do you receive any commissions or fees based upon financial products that you provide to your clients?Yes
Methods of Compensation
Assets Under Management (AUM)
Preferred Client Type
Volunteer Experience10zTeam Soccer - "Building Community Through Soccer"
NYC Marathon 2016
Publications Featured In
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