Notable Transaction Experience:

  • Sammons Financial / Wealthcare Capital (2025)
  • Focus Partners Wealth / Churchill Management Group (2025)
  • Carnegie Investment Counsel / Eagle Ridge Investment Management (2025)
  • Hancock Whitney / Sabal Trust Company (2025)
  • FJ Management / Balentine (2025)
  • CAPTRUST / Boston Financial Management (2024)
  • Hightower Holding / NEPC (2024)
  • Nile Capital Group Holdings / ABS Global Investments (2024)
  • XA Investments / Madison Investments (2024)
  • AXA Investment Management / W Capital Partners (2024)
  • Mariner Wealth Advisors / AndCo Consulting (2024)
  • Invesco / Faropoint (2023)
  • TMI Holdings / Argent Financial Group (2023)
  • Kovitz / Origin Investments (2023)
  • Azimut / Kennedy Capital Management (2022)
  • Sunlife Financial / AAM (2022)
  • Merchant / Redwood Investment Management (2022)
  • Foresight / Infrastructure Capital (2022)
  • CI / Columbia Pacific Wealth Management (2021)
  • CI / Columbia Pacific Advisors (2021)
  • Polen Capital / DDJ Capital Management (2021)
  • Cerity Partners / Bingham, Osborn & Scarborough (2021)
  • Investcorp / Artemis (2021)
  • Kudu / Douglass Winthrop (2021)
  • iM Global / Asset Preservation Advisors (2021)
  • Connectus Wealth Advisors / NorthCoast Asset Management (2021)
  • 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)
  • Northill Capital / Hastings Funds Management (2017)
  • Marble Point Credit Management / American Capital CLO Management (2017)

Education & Affiliations:

Duke University, BS in Mathematics and Economics

CFA charterholder and member of the CFA Institute

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