I have been immersed in the financial industry since graduating from Loyola College (now Loyola University Maryland) in 2001. I began my career on the trading floor of the New York Stock Exchange as a runner and quickly advanced to become a member and trader with LaBranche & Co., which at the time was the largest market-making firm on the exchange.
Over the next 17 years, I held a variety of leadership roles both within my organization and across the exchange community. As a senior trader, I was responsible for making markets in some of the world’s largest publicly traded companies while maintaining direct communication with their executive leadership, including CEOs and CFOs. Throughout my career, I built a reputation for integrity and professionalism, and I continue to value the relationships formed during that time.
I ultimately chose to transition away from Wall Street to focus more directly on working with individuals and families. I am passionate about helping clients make meaningful progress in their financial lives and take a disciplined, goals-based approach to planning. I enjoy navigating complex situations and developing thoughtful, efficient strategies that align with long-term objectives.
I live in the Metro New York area with my wife and daughter. Outside of work, I enjoy spending time with my family, being near the ocean, and traveling.