After stints at Goldman, Sachs, Morgan Stanley and Merrill Lynch over 41 years and being unable to retain a paid situation, he retired in 2015. Over this time he morphed from being a stockbroker into a discretionary investment manager of a team with about $3B in assets. For several years he was ranked (# 8) on Barron's list of the 100 Top Investment Brokers. Now he focuses his time on investment work with three foundations, including URI. He is also a trustee of the BSA National Foundation and president of the American Fondouk Animal Hospital Foundation in Fez, Morocco. He also lovingly and patiently devotes himself to the seemingly endless process of renovating a home in Woodside.