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 2021 after serving as Co-President at Brenton Point Wealth Advisors, a firm he co-founded
Works with individuals and families to provide personalized financial planning and investment advice
Began his career at MFS Investment Management in Boston and later worked for Putnam Investments in Boston and Sun Life of Canada in Charlotte, NC where he was named Regional Vice President
Subsequently spent seven years with the Hartford in Boston as a Regional Director and served as Senior Vice President and Board Member of Essex Financial Services for 10 years prior to co-founding Brenton Point in 2017
Life Outside of MAI
Trustee and Investment Committee Member for the Florence Griswold Museum
Investment Committee Member for the Connecticut River Museum
Board Member and Treasurer for the Chestnut Hill Concert Series
Board Member and Treasurer for Project Paws
Lives in Old Lyme, CT with his wife and their two teenage children
Trinity College, BA in English
We look forward to learning about your financial goals.