Notable Transaction Experience:

  • Allworth Financial / Stewart & Patten Company (2024)
  • Hightower / GMS Surgent (2023)
  • TMI Holdings / Argent Financial Group (2023)
  • Mercer Advisors / Regis Management Group (2022)
  • Eighteen Ninety Partners / Moors & Cabot (2022)
  • Sunlife Financial / AAM (2022)
  • Hightower Advisors / 6 Meridian (2021)
  • Mariner Wealth / Savant Investment Group (2021)
  • WPCG & HGGC / Warren Averett Asset Management (2021)
  • Kudu Investment Management / Douglass Winthrop Advisors (2021)
  • Connectus Wealth Advisors (Focus Financial) / NorthCoast (2021)
  • CI Financial / Portola Partners (2021)
  • Vanguard / JustInvest (2021)
  • Wealth Enhancement Group / Pillar Pacific (2021)
  • Sammons / Beacon Capital (2021)
  • Azimut Group / Sanctuary Wealth (2020)
  • Eaton Vance / WaterOak Advisors (2020)
  • UMB / Commerce Trust Co. (Corporate Trust) (2019)
  • Fiduciary Trust Company Capital Raise (2019)
  • Hancock Whitney / Capital One Financial (Wealth & Asset Management Business) (2017)
  • CIBC / Geneva Advisors (2017)

Prior Work Experience:

Cambridge International Partners, Analyst

Education & Affiliations:

University of North Carolina, BS in Business Administration and a BA in Economics

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