Notable Transaction Experience:
- Ground Control Business Management (Wealthspire) / Atlantic Swiss (2026)
- Merchant Wealth Partners / Ironbark Financial Group (2026)
- Caprock / Venturi Private Wealth (2026)
- Qualitas Limited / Starz Real Estate (2026)
- Fiducient Advisors (Wealthspire) / Sellwood Investment Partners (2026)
- Abacus Global Management / Manning & Napier (2026)
- Focus Partners Wealth / Churchill Management Group (2025)
- MetLife Investment Management / Mesirow (Trad. Inv. Mgmt. Business) (2025)
- Hightower Holding / NEPC (2024)
- Allworth Financial / Stewart & Patten Company (2024)
Education & Affiliations:
Harvard University, cum laude, BA in Economics
CFA charterholder and member of the CFA Institute