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.
Has over 10 years of investment experience and joined MAI over 11 years ago as an intern
Launched the firm’s alternative investments department alongside MAI’s Managing Partner
Was an Investment Analyst with the Townsend Group where he provided portfolio modeling, investment due diligence, and analytical support to clients
Was a Senior Financial Analyst at Capital One where he focused on forecasting and analysis
Life Outside of MAI
Volunteers with the United Way of Greater Cleveland’s Investment Philanthropic Fund Committee, where he applies his years of education, experience, and skillset to the goal of growing their funds to support their mission and amplifying their impact on the community
Enjoys spending time with his three children
The Ohio State University, BS in Economics
University of Chicago Booth School of Business, MBA
We look forward to learning about your financial goals.