Mr. Petrell has over twenty-eight years investment experience in both a retail and institutional or wholesale capacity including experience at some of the largest investment management organizations in the country. Mr. Petrell is actively involved in the initial consultation with the clients and the creation of the Investment Policy Statement, including the Financial Plan, and Wealth Management Strategy. Mr. Petrell's primary responsibilities include the complete and detailed analysis of the current portfolios, the creation and the implementation of a complete institutional level wealth management solution that is in direct alignment with the client's goals and objectives. Mr. Petrell specializes in the construction of retirement strategies that provide secure income based on the specific needs of the client. Additionally, he holds a New York State insurance license.
