Notable Transaction Experience:

  • FJ Management / Balentine (2025)
  • CAPTRUST / Boston Financial Management (2024)
  • 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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