With over twenty years of experience in personal wealth management, he advises individuals, families, estates and small business owners on a range of financial, investment, and tax matters. His primary objective is to understand both the financial and personal goals of each client while developing on-going strategies appropriate to those goals and current market conditions.
Prior to joining Bridgewater, Wayne was the President of Triton Wealth Management, a firm he founded in 2001. Wayne has met the education and experience requirements to use the Certified Financial Planner™ and CFP® marks by the Certified Financial Planner Board of Standards. Wayne also holds the Advanced Divorce Financial Analyst™ (ADFA) certification.
Wayne earned his Master’s in Business Administration from Pace University and holds a Bachelor of Science in Accounting from the State University of New York. He is an active member of the Financial Planning Association (FPA) and the Institute for Divorce Financial Analysts (IDFA).
Wayne has appeared as a guest on CNN’s Financial Network television program “Your Money” and has been featured in many national and local publications including the Wall Street Journal, USA Today, The Washington Post, Reuters and Investment News.
When not working, Wayne is an avid baseball fan, photographer, and enjoys camping and hiking. He also enjoys golfing, playing basketball and racquetball when time allows. Wayne is a founding board member and Treasurer of Talisman Therapeutic Riding, Inc. His community activities have included coaching for Special Olympics and volunteering within the Make-A-Wish and Juvenile Diabetes Foundations.
Wayne has won several photography awards and has attended baseball games in at least 25 different stadiums and plans on adding more each year.
There are no blogs by this team member at this time. Check back soon!