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Experience

I provide highly customized investment consulting and multigenerational wealth planning services to ultra-high-net-worth individuals, families, and family office clients. In addition to my client facing role, I serve on the firm’s internal Alternative Investment Committee, charged with providing alternative investment solutions for the firm’s most sophisticated clients. I have experience in investment manager due diligence (traditional and alternative), post-liquidity event cash management, and working within highly complex estate and trust structures.

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I met my wife during my freshman year of college, on Halloween, while I was dressed as one of the Ghostbusters. We’ve been together ever since.

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