Advisors
Mark brings his clients over a decade of experience in the financial services industry. Mark was previously at Merrill Lynch for over 7 years where he earned the title of Senior Portfolio Manager. Mark and his team pride themselves on being “Financial Quarterbacks” for high net worth individuals and families. They provide Asset Management coupled with Retirement and Financial Planning. Mark also prides himself on being a “down to earth” professional that enjoys nothing more than the relationships that he has with his clients.
Patrick enjoys working with successful High Net Worth Individuals helping them pursue their financial objectives. Prior to joining Laidlaw Wealth Management, he worked at Merrill Lynch where he earned the title of Assistant Vice President and Senior Portfolio Advisor. Patrick manages his practice with the idea that “Clients are extremely important to me and it goes beyond a business relationship. I strive to exceed their expectations and educate them, so they understand what they’re invested in”. In 2011, Patrick graduated from the University of Delaware with a Bachelor of Science in Finance.
As a partner at Laidlaw Wealth Management, Sachin brings years of experience in identifying and delivering a vast array of financial resources that address each clients’ unique requirement. Serving in a Fiduciary capacity to a global client base of High Net Worth Individuals and Institutions, Sachin develops asset allocation strategies for both growth and capital preservation.
Sachin follows a well-defined Investment Process that commences with a deep dive into understanding client needs, risk tolerance and cash flow requirements. During the financial planning process, expectations are set in terms of deliverables, performance reviews, communications and idea generation. Investment portfolios are actively managed and are regularly screened for efficiencies.
Sachin previously worked in an advisory capacity at Morgan Stanley where he was recognized among the fastest growing advisors at the firm. Prior to that, he was a top performing Private Banker at JP Morgan Chase and received multiple awards for his achievements.
Sachin comes from an entrepreneurial background with experience in running a commodities division of his family’s century old enterprise. He holds a Bachelors Degree in Economics from the University of Delhi (India) and a Masters in Marketing from Centennial College (Canada).
Sachin follows a well-defined Investment Process that commences with a deep dive into understanding client needs, risk tolerance and cash flow requirements. During the financial planning process, expectations are set in terms of deliverables, performance reviews, communications and idea generation. Investment portfolios are actively managed and are regularly screened for efficiencies.
Sachin previously worked in an advisory capacity at Morgan Stanley where he was recognized among the fastest growing advisors at the firm. Prior to that, he was a top performing Private Banker at JP Morgan Chase and received multiple awards for his achievements.
Sachin comes from an entrepreneurial background with experience in running a commodities division of his family’s century old enterprise. He holds a Bachelors Degree in Economics from the University of Delhi (India) and a Masters in Marketing from Centennial College (Canada).
Father of three, husband of 20 years and former NYPD Detective, John is a hardworking, dedicated family-oriented man with plenty of life experience. For over two decades, John was accountable for helping keep the citizens of New York City safe. Today, John and his team’s clients are typically but not limited to, high net worth individuals, business owners and corporations. They concentrate in capital management, retirement planning, wealth structuring, pension and 401k plans. According to John, “One of my favorite parts of being a wealth manager is working with clients towards identifying their goals and objectives and to implement the most efficient solutions.
Lewis Solomon Group
As a Partner at Laidlaw, Brian’s focus is taking a holistic financial planning approach to assist clients in reaching their personal and financial goals.
Prior to joining Laidlaw, Brian was a Wealth Advisor Associate at Morgan Stanley, where he assisted high net worth teams and individuals to develop personalized financial plans. Brian graduated from The State University of New York at New Paltz with a Bachelor of Arts degree in Finance.
Brian currently resides in Weehawken, New Jersey. When he is not working, he enjoys playing golf and supporting the New York Yankees
