Larry has been involved in the financial services industry beginning in 1988, first as a tax attorney specializing in mergers and acquisitions, and then as a Financial Advisor beginning in 1997. During his professional career he has served as a Senior Economic Advisor to the United Nations Economic Development Programme, a member of, and the past Administrator of the New York City Independent Judicial Screening Panel, a member of the American Bar Association committee on the Foreign Corrupt Practices Act, a Board Member Ex-Officio of the National Asian Pacific American Bar Association, and a Board Member of the Hispanic National Bar Association.
Larry holds a Certification as a Certified Private Wealth Advisor (CPWA). This program is administered jointly by the Investment Management Consultants Association (IMCA) and the University of Chicago, Booth School of Business. There are approximately 500 CPWA holders worldwide. Additionally, Lawrence holds a Chartered Retirement Plan Specialist (CRPS) designation issued by the College for Financial Planning.
As a Financial Advisor areas of specialization include:
• Family Wealth Planning- Including advanced Estate Planning Services
• Business Succession
• Executive Business Services
• Retirement Plan Services
Currently, Lawrence is a Trustee on the Executive Committee of the BlueStar Contemporary Art Museum of San
Professionally, Lawrence is a member of the Investment Management Consultants Association (IMCA®) and sits on the curriculum committee in Estate Planning, Taxation and Executive Compensation for the Certified Private Wealth Advisor Program (CPWA®).
In the for Profit Area, Larry currently is on the Board of Directors of Wilton Partners LTD a Shanghai based mergers and acquisition advisory firm for Chinese companies.
Merrill Lynch Does Not Provide Any Tax Or Legal Advice.
BA 1981 Union College, Schenectady, NY
JD 1984 University of Miami School of Law, Miami, FL
Certified Private Wealth Advsor (CPWA®) by University of Chicago School of Business and IMCA®
Chartered Retirement Plan Specialist(CRPS®) by the College for Financial Planning.
Ivestment Management Consultants Association (IMCA®)
American Bar Association
National Association of Tax Practioners
National Hispanic Bar Association
National Asian Pacific American Bar Association
BlueStar Contemporary Art Museum - Trustee
CPWA® - Curriculum Committee
For Profit Board Positions:
FinChina/INFEEL - Member of the Board