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.
Responsible for product administration and sales support at MAI, where he has helped the firm develop investment solutions, working closely with MAI’s investment, legal, compliance, and operations teams to implement structures to access investment strategies
Supports due diligence of outside advisors and partners working with MAI
Served as Vice President of Investor Relations at Verus Investment Management, where he was the marketing and due diligence liaison for high net worth and institutional investors worldwide
Served as Manager of Marketing Administration and Reporting at Shaker Investments where he supported sales and channel development and performed a wide range of financial analysis and management
Life Outside of MAI
Actively involved in supporting several community causes including Youth Challenge Sports
Hiram College, BA in International Economics, Management and Spanish
Case Western Reserve University, Master of Business Administration
We look forward to learning about your financial goals.