With over 12 years of experience in the financial services industry, I bring a diverse background in portfolio management, financial planning, and private equity lending (credit underwriting). My commitment is to help individuals and families pursue their financial goals with a fiduciary approach, prioritizing trust and transparency.
My career journey has included roles at leading institutions such as Churchill Asset Management and Antares Capital (GE Capital), where I managed billion-dollar credit portfolios for corporate borrowers. I started my career by completing the GE Financial Management Program, and gaining hands-on experience across multiple GE businesses.
I hold my Series 65 (Investment Advisor Representative) and am a licensed Life Insurance professional. I graduated Magna Cum Laude from Boston University's Questrom School of Business with a dual concentration in Finance and Entrepreneurship.
A lifelong sports enthusiast and former collegiate ice hockey player, I now channel my passion into community involvement and support various charities throughout the year. Residing in Glastonbury, CT with my wife and young son, I enjoy spending my free time traveling, exploring history, and staying active through golf, tennis, hiking, and triathlons.