Notable Transaction Experience:

  • Mariner Wealth Advisors / Woodbridge International (2024)
  • Hightower / GMS Surgent (2023)
  • Rosemont Investment Group / Landmark Management, Inc (2023)
  • TMI Holdings / Argent Financial Group (2023)
  • Arche Associates / Stanhope (2022)
  • Eighteen Ninety Partners / Moors & Cabot (2022)
  • Foresight Group / Infrastructure Capital Group (2022)
  • Wealth Enhancement Group / QCI Asset Management (2021)
  • Connectus Wealth Advisors / NorthCoast Asset Management (2021)
  • Cl Financial / Portola Partners (2021)
  • Creative Planning / Iron Financial (2021)
  • Laird Norton Wealth Management / Filament (2020)
  • Stanhope Capital / Forbes Family Trust (2020)
  • Azimut / Sanctuary Wealth (2020)
  • Eaton Vance / Water Oak (2020)
  • Westbrook / Goldman Sachs (2018)
  • MUFG Union Bank / Intrepid Investment Bankers (2018)
  • LaSalle Investment Management / Latitude Real Estate (2018)
  • CenterSquare (BNY Mellon) / Management & Lovell Minnick Partners (2017)
  • Stockbridge Capital / CITIC Capital (2017)
  • Allianz Global Investors / Sound Harbor (2016)
  • Legg Mason / Clarion Partners (2016)
  • Private Capital Investors / Savant Capital (2016)
  • BNY Mellon / Atherton Lane (2016)
  • Aberdeen Asset Management / FLAG Capital Management (2015)
  • Legg Mason Investment Counsel / Stifel Financial (2014)

Prior Work Experience:

HF2 Financial, Co-Founder, Chairman and CEO
Highbury Financial Inc., Co-Founder, Chairman
Paine Webber, Associate Director, Strategic Planning Group
Prudential Insurance Company, Comptroller’s Department and the Planning & Coordination Group

Education & Affiliations:

Harvard Business School, MBA
London School of Economics
Trinity College, BA in Economics
Fellow of the Life Management Institute
Past board member of the New York Society of Security Analysts
CFA charterholder and member of the CFA Institute

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