Black River Associates, LLC
Black River Associates is opperated by Eugene (Gene) Borg Jr, one of our trusted Financial Advisors. Gene brings 28 years of experience in financial services and investments to his role as an independent financial advisor at Black River Associates, LLC.
Gene holds a BA from Muhlenberg College and an MBA from New York University’s – Stern School ofBusiness. Also holds an Accredited Wealth Management Advisor (AWMA) designation. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds FINRA Series 24 and 7 and NASAA Series 66 and 63 qualifications. In addition, Gene is a licensed Life, Accident and Health agent in NJ, NY, PA and FLA. He is a Registered Representative and Investment Advisor Representative with Osaic Wealth Inc.
Schedule a meeting to learn more about our customized solutions and how they can help you achieve your financial goals.
Services Provided
- Investment Management (3rd Party, Brokerage)
- Insurance (Term, Whole Life & Annuities, Fixed, Variable)
- Retirement Planning (IRAs, 401(k)s, 403(b)s)
- College Planning (Investments, Insurance, 529 Plans)
- Estate Planning (Tax-Advantaged Trusts)
- Cost Solutions for Business (Energy)
Eugene (Gene) Borg Jr.
gborg@blackriverassociates.com
Gene has amassed over 30 years of experience in financial services and investments. He started his career on Wall Street as an auditor with Prudential Securities after graduating from Muhlenberg College in 1990. Wanting to transition into trading, he became a Government Bond trading assistant and eventually advanced to become an institutional high-yield corporate bond trader with Prudential in 1998. In 2012, he joined CIBC as an Executive Director to oversee high yield trading operations, and in 2015, he became the Principal Head of US High Yield Trading at Canaccord Genuity. Gene also developed strong relationships with several Institutional Money Managers in a sales capacity. After a successful career on Wall Street, Gene joined Combined Insurance, a division of Chubb, and then established Black River Associates LLC in 2021 to help clients plan, grow, and preserve their assets in today’s complex financial landscape.
In addition to his professional career, Gene is an active member of the Pottersville Volunteer Fire Company, where he serves as a Captain, Assist Treasurer, and Finance Committee Chairman. He also holds the position of Treasurer at the local chapter of the New Jersey State Fireman’s Association. Gene resides in Pottersville, New Jersey, with his wife, Diana, and their two daughters, Lindsay and Alex. In his leisure time, he enjoys golfing, hiking, reading history, and spending time with family and friends.
Gene holds a BA from Muhlenberg College and an MBA from New York University’s Stern School of Business. He also possesses the Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), and Income-Related Monthly Adjustment Account Certified Planner (IRMAAPCP) designations. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds FINRA Series 24 and 7 as well as NASAA Series 66 and 63 qualifications. Additionally, Gene is a licensed Life, Accident, and Health agent in NJ, NY, PA, and FL. He is a Registered Representative and Investment Advisor Representative with OSAIC Wealth Inc.