Eugene has been in the financial services industry for over 20 years. He has built a practice focused on providing strategic financial advice to business owners, high net worth families, and rising stars. His practice is centered around fiduciary-basis fee-based financial planning and advisory, developing wealth-building strategies and tax mitigation plans, and providing a holistic single-point of contact financial services experience.

Prior to joining Brix, he was at Northwestern Mutual for four years, where he built a practice focused on wealth management and insurance advice. Before Northwestern Mutual, Eugene worked with institutional financial clients in a variety of roles including equity research, hedge fund long/short research and investments, and investment banking. He performed equity research on large medical technology companies at Thomas Weisel Partners and Stifel. Before and after equity research, Eugene worked at equity long/short hedge funds, Sivik Global Healthcare and Traxis Partners, where he analyzed healthcare services and medical technology companies, and was responsible for investments in veterinary companies.

Prior to Sivik, Eugene worked as an investment banker at Cowen & Company, before and after the spinoff from Société Générale, and assisted in raising over a billion dollars of capital for healthcare companies through initial public and secondary offerings, as well as aiding companies through mergers & acquisitions.

Eugene graduated from the McIntire School of Commerce, University of Virginia in 2000 with a bachelor’s degree in Commerce, specialized in Finance and Information Systems.

He and his family reside in Westchester County, NY where they actively participate in travel soccer, music, outdoor activities, and community service with the Boy Scouts of America. Eugene is a trained leader in his two boys’ BSA Scouting Troop, and frequently travels around the country for Scouting adventures and service. When not working or parenting, Eugene enjoys sailing, attending concerts, and traveling.

  • Life, Accident & Health Licensed
  • Series 7
  • Series 66
  • Bachelors Degree, Commerce; McIntire School of Commerce, University of Virginia
  • CA Insurance Lincense # CA0I81363

בָּרוּךְ הַגֶּבֶר אֲשֶׁר יִבְטַח בַּיהוָה וְהָיָה יְהוָה מִבְטַחוֹ
-Yirmiyahu 17:7
“Blessed is the man who trusts in the Lord; the Lord will be his security.ֹ”

Jeremiah 17:7

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY
Check the background of this registered representative on FINRA’s BrokerCheck 
CA Insurance License # 0I81363


Approval # CRN202302-278300