Journal

I recently had the opportunity to visit my alma mater Bryant University. It was my first time being back on campus since I graduated. During my visit, I spoke to a finance class about my journey after Bryant. I explained how these “3-Cs” have helped me grow personally and professionally throughout my career:

Over the last 10 years, I’ve had the privilege of walking alongside individuals and families as they navigate the unique complexities that accompany significant wealth. From helping first-generation wealth creators transition from business ownership to financial independence, to guiding families through the nuances of multigenerational planning, I’ve learned that money touches everything. However, the conversations I have are rarely just about investments. They’re about purpo