My Professional Journey
As an advisor, operator, and entrepreneur, I’ve learned a great deal about how people, markets, and organizations work.
I’ve worked with the hedge fund community, advised high-net-worth families on Wall Street, grew and led an RIA within a public accounting firm, and co-founded a fully independent wealth management firm.
I started my career at Markit (acquired by S&P Global) processing interest rate and equity derivatives for hedge funds. I worked in this role for two years before deciding that I wanted to pursue a career at the intersection of people and financial markets, which led me to Wealth Management.
I worked in roles at Credit Suisse and Morgan Stanley in New York, where I began advising high-net-worth families and single-family offices on asset allocation and global market strategy. I went on to become a Senior Wealth Advisor at Merrill Lynch before transitioning to Baker Tilly US, LLP, where I became the youngest partner at the firm and was later named Co-Head of Baker Tilly Wealth Management and Member of the Investment Committee.
What I'm Building
I co-founded Third View Private Wealth with two of my closest friends to create a multi-family office experience for high-net-worth individuals and families. Our name comes from the three founders offering a perspective that is personal, unbiased, and well-traveled. Our team has collectively worked together for many years, building a level of trust and cohesion that shapes the culture of Third View and enables us to deliver a highly personal, boutique experience for our clients every day.
Recognition & Media
I’ve been recognized by Forbes as a Best-in-State Wealth Advisor – Private Wealth (2025) and a Best-in-State Top Next-Gen Wealth Advisor (2024–2025). I’ve appeared on the Barron’s The Way Forward – Next Gen podcast and have written articles and features for The Wall Street Journal, Barron’s, Forbes, InvestmentNews, and Accounting Today.
I’ve also made live television appearances from the New York Stock Exchange on Schwab Network and NYSE TV, discussing Federal Reserve policy, corporate earnings, and Third View’s outlook on the markets. I speak regularly at events such as Future Proof Festival and other RIA and wealth-management conferences.
My greatest joy is my children.
Outside of Third View, I’m passionate about family, health and wellness, and education. I enjoy traveling and spending time with my wife and our three daughters.
I’m a life-long learner of people and business.
Social Media
To read more of the articles I've written, visit my blog here.