Notable Transaction Experience:
- Hightower Advisors / 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)
- Callodine Group / Thorofare Capital (2021)
- Hightower / 6 Meridian (2021)
- Cerity Partners / Bingham, Osborn & Scarborough (2021)
- Mariner Wealth Advisors / Savant Investment Group (2021)
- Bravura Capital / Venturi Private Wealth (2021)
- PGIM Investments (Prudential) / Green Harvest Asset Management (2021)
- Wealth Enhancement Group / QCI Asset Management (2021)
- Sanctuary Wealth / InnoVise Family Wealth Advisors (2021)
- CI Financial / Portola Partners (2021)
- Wealth Enhancement Group / Pillar Pacific Capital Management (2021)
- iM Global Partner / Litman Gregory (2021)
- Petershill (Goldman Sachs) / Westbrook (2018)
- Management, Kudu / Bingham, Osborn & Scarborough (2018)
- CITIC Capital / Stockbridge Capital Group (2017)
Education & Affiliations:
Harvard University, cum laude, BA in Economics
CFA charterholder and member of the CFA Institute