Bachelor of Science in Economics, University of Pennsylvania, 1955.
Security analyst, Baker Weeks & Company. New York City, 1959-1963; security analyst, vice president, Wertheim & Company, Inc., New York City, 1963-1986; managing director, Wertheim Schroder & Company, Inc. (formerly Wertheim & Company, Inc.), New York City, since 1986.
Member New York president's council University Pennsylvania, since 1985, Experiment in International Living, New York City, since 1985. With United States Army, 1957-1959. Member New York Society Security Analysts.
Married Monique Anne Basset, July 2, 1958. Children: Stephen Lucian, Caroline Lucie.