I support our growth by leveraging my trading and operations experience to help advisors maximize the use of our Investment Platform offerings. I also provide additional supervisory support across both the broker-dealer and RIA sides of the firm.

Our success has given me the opportunity to return to trading and contribute to the growth of our RIA through the launch and adoption of our Integrated Portfolios.

My professional background spans decades in the financial services industry, including experience in recruiting, operations, trading, and personal production. Gaining insight into the advisor experience from every angle has shaped my perspective and enhanced my skills in customer service, management, and analysis.

Outside of work, I enjoy golfing whenever possible and supporting the Boston Celtics. I also enjoy skiing and traveling—both nearby in New England and farther afield to destinations like Italy, Sweden, and England.