Our team of industry experts help clients achieve their financial goals.
Solutions we provide
Conrad A. Henry, BA, MBA brings over thirty years of corporate and financial experience to the management of the firm. He did his graduate work in Finance and Banking at Columbia University and his undergraduate work in Sociology at Howard University.
He has taught Finance and Investment banking at the graduate level at the College of Insurance. He has taught at the City University of New York at the undergraduate level in the area of Finance and Entrepreneurship.
His corporate experience includes a position with IBM, and most recently he has been a stockbroker/investment advisor with Dickinson’s and Co. and MetLife Securities.
We have two major geographical marketplaces:
Specifically we will market to:
- Small Business
- Non-Profit Agencies
- Government Agencies
- High Networth Individuals
- Middle Income Families