I support our growth by strengthening trading capacity and driving ongoing improvements in the management of our Integrated Portfolios and other investment offerings. I also assist in some aspects of our research and analysis process.

Our success has created the opportunity for me to support and collaborate with a talented and growing team of financial professionals.

My professional background includes an evolving career in the financial services industry, starting as a hybrid financial advisor, and prior to joining Integrated I served clients as a portfolio manager for a boutique wealth management firm. I’ve worked with clients of varying sizes, need, and sophistication, providing me with well-rounded experience to support advisors’ practices and their clients’ investment needs.

Rounding out my life, you’ll find me enjoying the outdoors, trying a new DIY project (or two… or three…), and spending time with my wife, as well as friends and family.