Gene Fiamma began his investment career in 1986 as an export coal trader in New York City. In 1992 he left commodities trading to join a private new york firm as an equities trader overseeing corporate investment accounts. In 2002, Gene joined Morgan Stanley in Boca Raton, Florida, where his focus is to deliver personalized investment solutions to individuals, families and small businesses. As a portfolio management director, Gene independently manages cli- ent assets on a fully discretionary basis. He has visited 55 countries on five continents, is a volunteer golf rules official for the Florida State Golf Association and is a member of the Ft. Lauderdale Harley-Davidson Drill Team, a synchronized, precision motorcycling team that performs at charity events throughout the southeastern United States.
Gene Fiamma began his investment career in 1986 as an export coal trader in New York City. In 1992 he left commodities trading to join a private new york firm as an equities trader overseeing corporate investment accounts. In 2002, Gene joined Morgan Stanley in Boca Raton, Florida, where his focus is to deliver personalized investment solutions to individuals, families and small businesses. As a portfolio management director, Gene independently manages cli- ent assets on a fully discretionary basis. He has visited 55 countries on five continents, is a volunteer golf rules official for the Florida State Golf Association and is a member of the Ft. Lauderdale Harley-Davidson Drill Team, a synchronized, precision motorcycling team that performs at charity events throughout the southeastern United States.
How can you invest with impact?
Last summer, four friends and I completed an 8,500-mile motorcycle adventure from Key West, Florida, to Seattle. We rode through manicured farmlands, pristine mountain valleys and miles of virgin forest. We passed through national parks and in the shadows of the snowcapped Rocky Mountains, past raging rivers and motionless glaciers. And we encountered amazing wildlife, from bison and bald eagles to grizzly bears and moose. […]
What’s in a funding ratio?
Each summer I spend time travelling on my motorcycle throughout the United States. This summer, I will embark on an ambitious 5,000-mile journey from Key West, to Fairbanks, Alaska. My three companions and I will travel through 12 states and four Canadian provinces. Needless to say, we’ll rely on good maps and GPS to guide […]
How does implementing a “goals-based, wealth management” approach assist our clients?
Whenever I plan a long motorcycle ride, I always find it useful to map the best route to my destination. Oftentimes, the best route will include interstate highways, state and county roads and roads “off the beaten path.” Despite what roads I encounter, I take comfort in knowing that I have a plan in place […]
