Notable Transaction Experience:
- MetLife Investment Management / Mesirow (Trad. Inv. Mgmt. Business) (2025)
- Hightower Holding / NEPC (2024)
- Allworth Financial / Stewart & Patten Company (2024)
- Mariner Wealth Advisors / AndCo Consulting (2024)
- Mercer Advisors / Regis Management Company (2022)
- First Trust / Veriti Management LLC (2022)
- CI Financial / Galapagos Partners (2022)
- Colliers International / Rockwood Capital (2022)
- CI Financial / Columbia Pacific Wealth Management (2021)
- CI Financial / Columbia Pacific Advisors (2021)
Education & Affiliations:
Harvard University, cum laude, BA in Economics
CFA charterholder and member of the CFA Institute