Focus
With over a decade of experience on the institutional side of the business working at Wall Street firms, my primary focus is helping clients navigate complex market landscapes to build, preserve, and transfer wealth. I leverage my background in fundamental analysis and prime brokerage to provide a sophisticated, institutional-grade approach to wealth management. I pride myself on working collaboratively with my clients—ranging from everyday families to ultra-high net worth individuals—to develop comprehensive strategies designed to meet their unique financial goals. My mission is to build long-term relationships rooted in transparency, discipline, and a deep understanding of market mechanics.
Background and Experience
I graduated from Rutgers University in 2014 with a degree in Economics, where I was also a proud member of the Men’s Lacrosse team. This competitive foundation transitioned directly into my career in the financial industry.
Prior to my current role, I spent eight years at Credit Suisse within the Prime Brokerage department. In this capacity, I worked closely with hedge funds, family offices, and ultra-high-net-worth individuals, providing the structural and investment support necessary to address complex financial objectives. Following my tenure at Credit Suisse, I spent four years as a Trader at Hound Partners, a long/short fundamental equity fund. This experience on the buy-side gave me an “under the hood” understanding of equity markets and risk management that I now apply to individual wealth planning.
Throughout my career, I have remained dedicated to the growth of the industry by mentoring young professionals. I frequently provide career guidance and technical advice to those entering the finance world, helping the next generation navigate their paths with the same discipline I’ve applied to my own. I also remain a passionate alumnus of the Rutgers Lacrosse program, supporting the community that helped shape my professional work ethic.
Away from the office
I am a devoted husband to my wife, Rachel, and a proud father to our sons, Nicholas and Noah. I am deeply passionate about fitness, health, and nutrition, believing that the discipline required for physical performance translates directly to professional success. Sports are my passion and in my free time I enjoy playing golf and squash. As my children grow I look forward to coaching youth sports and fostering the next generation of athletes.
