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I began working in the trust department of a large regional bank in 1990. While working there, I also earned my M.B.A. from the University of Connecticut, graduating in 1996. Following my graduation, I worked in the trust department of other large regional banks. In 2014 I founded BE Investment Management to meet the investment needs of clients who want personal attention and individual portfolios.
My daughter and son-in-law accepted Islam in 2018. I live with them in a Muslim household. Talking with various leaders in the local Muslim community, I realized that there is a strong need for investment advisors who can provide investment advice that follows the Shariah. I follow the Hanbali school of jurisprudence to help choose Shariah compliant securities. In addition to consulting Islamic texts, I also rely on guidance from people of knowledge within the community.
My goal is to provide Shariah compliant, halal investments to those clients who wish to express gratitude to Allah in this way.
