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 2008 and has over 35 years of experience in finance and accounting related to the financial services and banking industries
Served as Chief Administrative Officer and Senior Managing Director for Victory Capital Management where he was responsible for finance/accounting, operations/technology, equity trading, strategic business planning and development, and all administrative functions
Manages mergers and acquisitions, corporate and client accounting, information technology, human resources, and administration for MAI Capital
Supports MAI’s larger growth strategy and national expansion objectives by overseeing the firm’s ongoing M&A activities and leads the Shared Services group, which includes all the firm’s infrastructure teams
Life Outside of MAI
Trustee and Chairman of the Board for Achievement Centers for Children and is a member of its Executive Finance, Strategic Planning, and Investment Committees
Bowling Green State University, BA in Finance
We look forward to learning about your financial goals.