His primary focus is on structuring customized asset allocations, which reflect his comprehensive analysis of a client’s current financial profile and objectives. He involves our clients’ accountants, attorneys, and other professional advisors in the planning and advisory process in pursuing comprehensive wealth management solutions.
Once the investment strategy is implemented, Mr. Bilewich monitors, evaluates, and refines the strategy as appropriate. He also plays an essential role in all aspects of client communications, trading, and outside manager selection.
Mr. Bilewich holds Series 7 and 66 securities licenses, and is a graduate of Iona College with a BA in Public Relations.