I oversee investment management, financial oversight, and special projects for the firm. My job is to manage our asset allocation models and equity portfolios as part of a well-defined wealth management strategy—and to make sure we're seeing through the noise that constantly surrounds financial markets.
Why I Do This
Financial markets provide excitement and challenge every single day. You're always learning, always adapting, always needing to stay flexible and willing to pivot when conditions change. That's what drew me to this work three decades ago, and it's what keeps me engaged today. I remember reading the Wall Street Journal from an early age. My uncle worked in finance and became a guiding force throughout my career, helping me understand not just the mechanics of markets but the discipline required to navigate them well.
Here's what I've learned over 30 years: the financial news media loves to sensationalize everything. It's our job to cut through that noise and provide stability and balance for our clients. When everyone else is panicking or getting overly excited, we need to be the steady hand—looking at the data, understanding the context, and making thoughtful decisions.
What I Bring to the Table
I've built my career across multiple facets of the financial industry—investment management, institutional equity research, and asset custody and administration. I've worked at Wachovia Securities and Adams, Harkness & Hill, and most recently spent years as a seasoned analyst on BlackRock's Small to Mid Value Team in Boston.
That breadth of experience gives me perspective. I've seen markets from different angles and understand how institutions think, how individual investors behave, and how to build portfolios that can weather different environments. Now I use all of that to work with our advisors and clients, ensuring their investments align with their broader wealth management goals.
The Personal Side
I'm from Auburn, New York. It was a great place to grow up and gave me a wonderful foundation for who I am today. My wife Amy has been a tremendous source of stability and insight throughout my career. Our children, Daniel and Ellie, are caring and thoughtful people who make me want to be a better man.
We now live in Westborough, Massachusetts, but my Central New York roots run deep. I earned my Bachelor of Science in Business Administration - Finance from John Carroll University in Ohio in 1995, and I've been immersed in financial markets ever since.