Phone: (908) 612-5486
Gene brings 28 years of experience in financial services and investments to his role as an independent financial advisor at Black River Associates. Gene began his career on Wall Street as an auditor with Prudential Securities after graduating Muhlenberg College in 1990. Through hard work and determination, he ultimately attained a position as an institutional high yield corporate bond trader in 1997, a position he held until the end of 2018. In 2012 he was hired to manage high yield trading operations as an Executive Director at CIBC and in 2015 as a Principal Head of US High Yield Trading at Cannacord Genuity. He also acted in a sales capacity by building strong relationships with several Institutional Money Managers. After a 28-year career on Wall Street, Gene joined Combined Insurance, a division of Chubb, and quickly saw the potential in utilizing his investment and insurance knowledge with the goal of helping others. With the drive to help, Gene co-founded Black River Associates in 2020, with the purpose of assisting clients plan, grow and preserve their hard-earned assets in today’s increasingly complicated global financial landscape.
Gene is a member of Pottersville Volunteer Fire Company and currently holds positions as a Captain, Trustee and Finance Committee Chairman. He is also the Treasurer of the local chapter of the New Jersey State Fireman’s Association. He currently resides in Pottersville, New Jersey with his wife, Diana, and two daughters, Lindsay and Alex. In his spare time, he enjoys golfing, hiking, reading 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 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 Securities America LLC and Securities America Advisors, respectively.