We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Joined MAI in 2023 as a member of MAI’s WAS Services
Previously a Wealth Advisor for The Colony Group responsible for providing comprehensive wealth management services to high-net-worth families and individuals including financial planning, investment management, and estate and tax planning
Worked for John Hancock Investments where he consulted with financial advisors on portfolio construction and behavioral finance
Life Outside of MAI
Born and raised in the Boston area
Currently resides on the South Shore of Massachusetts with his wife, two children, and their rescue dog
Boston College, Bachelor of Arts in English
We look forward to learning about your financial goals.