Co-Founder and Managing Partner
Manny has been in practice for more than 25 years. Before co-founding Velos Wealth Management, he was Senior Vice President, Senior Investment Management Consultant, and Portfolio Management Director at Morgan Stanley in Deerfield, Illinois. Prior to that, he was Vice President at UBS in Northbrook, Illinois, where he coordinated the training of new financial advisors. He began his career in wealth management at Merrill Lynch in Northbrook.
Manny is a Certified Financial PlannerTM practitioner and a Certified Investment Management Analyst® professional. He earned his finance degree from the Questrom School of Business at Boston University, where Velos co-founder Aron Gorenstein was a classmate.
A native of Cleveland, Manny currently lives in Lake Bluff, Illinois, with his wife, Laura.