Notable Transaction Experience:
Wealth Enhancement / Marcum Wealth (2025)
Hancock Whitney / Sabal Trust Company (2025)
TMI Holdings / Argent Financial Group (2023)
Kudu / Douglass Winthrop (2021)
Laird Norton Wealth Management / Filament (2020)
Stanhope Capital / Forbes Family Trust (2020)
Azimut / Sanctuary Wealth (2020)
Eaton Vance / Water Oak (2020)
Woodbury Financial / Capital One (investment mgmt. & brokerage division) (2018)
E*Trade / Capital One (retail brokerage business) (2018)
Whitney Hancock / Capital One (wealth and asset mgmt. business) (2017)
Private Investors / Savant Capital (2016)
Tiedemann Wealth / Presidio Capital (2016)
People’s United / Gerstein, Fisher (2016)
Merriman Wealth / Summit Capital (2016)
BNY Mellon / Atherton Lane (2016)
Aberdeen Asset Management / FLAG Capital Management (2015)
Prior Work Experience:
ING Barings, co‐head, Financial Institutions Group
Oppenheimer & Co., Head of the Insurance Industry Group
Lehman Brothers, Managing Director, Financial Institutions Group
Education & Affiliations:
The Wharton School, the University of Pennsylvania, MBA
Yale College, BA in History