2019 — Present

Independent Practice

Private Wealth Advisor

Advises a select group of high-net-worth families and institutions on asset allocation, risk management, and multi-generational planning.

2007 — 2019

Merrill Lynch

Managing Director

Led wealth management team to assets under management exceeding $1 billion. Directed signature initiatives including the equity recapitalization of True Temper Sports, returning 3× in 2.5 years.

1994 — 2007

Morgan Stanley, Boston

Managing Director

Managed portfolios for high-net-worth individuals and corporations. Twice named Top Corporate Services Adviser for the Americas.