I support our growth by utilizing my trading, and operations background to help advisors in the use of our Destination Portfolios.   I also help the firm with additional supervisory functions on both the broker-dealer side and the RIA side.

Our success has allowed me the opportunity to return to trading and to help with the growth of our RIA through the launch of the Destination Portfolios.

My professional background spans 17 years in the financial services industry and includes time in recruiting, operations and trading. Seeing the advisor experience from every angle has provided me with a unique perspective and has helped me develop strong customer service, management, and analytical skills.

Rounding out my life finds me golfing whenever possible and supporting the Boston Celtics.  My wife, Rachel and I enjoy skiing, and traveling near (New England) and far (Italy, Sweden).