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

Skip to content