Notable Transaction Experience:

  • Concurrent Investment Advisors / Spire Investment Partners (2026)
  • Matthews Asia (2026)
  • WisdomTree / Ceres Partners (2025)
  • Sammons Financial / Wealthcare Capital (2025)
  • Focus Partners Wealth / Churchill Management Group (2025)
  • Janus Henderson / Guardian Life Insurance (2025)
  • CAPTRUST / Boston Financial Management (2024)
  • Ares Management Corporation / Walton Street Capital (2024)
  • LPL Financial / The Investment Center (2024)
  • XA Investments / Madison Investments (2024)
  • Boyd Watterson Asset Management / Amber Infrastructure (2024)
  • Goldman Sachs Asset Management Petershill / Pennybacker Capital Management (2024)
  • Eldridge Industries / Eldridge Acre Partners (2024)
  • Sammons Financial / Northrock Partners (2023)
  • iM Global / Berkshire Asset Management (2022)
  • Azimut / Kennedy Capital Management (2022)
  • AMG / Abacus Capital Group (2021)
  • Cerity Partners / Bingham, Osborn & Scarborough (2021)
  • Sammons Financial / Beacon Capital (2021)
  • Vanguard / Just Invest (2021)
  • Pacific Current Group & Kudu / Pennybacker Capital (2019)
  • Resolute Investment Management / National Investment Services (2019)
  • Sprott, Inc. / Tocqueville Gold Strategy (2019)
  • American Beacon Advisors / Tocqueville International Value Fund (2019)
  • Management, Kudu/ B|O|S (2018)
  • Colliers International / Harrison Street Real Estate Capital (2018)
  • Atria Wealth / Cadaret, Grant (2018)
  • Petershill II, LP (Goldman Sachs Group Inc.) & Wafra Investment Advisory Group / ArcLight Capital Partners LLC (2017)
  • Hunt Companies / Amber Infrastructure Group (2015)
  • City National / Rochdale Investment Management (2012)
  • Ashmore / EMM (2011)
  • NAB / Altrinsic Global Advisors (non-controlling interest) (2011)
  • Affiliated Managers Group / Harding Loevner (2008)
  • Wachovia Securities / Prudential Securities (2003)
  • Janus / INTECH (2002)

Prior Work Experience:

First Union and a predecessor bank, First Fidelity Bancorporation, Senior Vice President

Education & Affiliations:

  • Rutgers University, MBA in Finance
  • The University of Pennsylvania, BS in Economics
  • Member of the New York Society of Security Analysts
  • Member of the CFA Institute
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