Notable Transaction Experience:

  • Hightower Advisors / Smith Anglin (2025)
  • 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

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