Over a decade of experience partnering with RIAs, bank trust companies, and family offices.
Previously worked at PIMCO in the Private Client Group.
Also worked at Gurtin Municipal Bond Management (acquired by PIMCO in 2018), focusing on relationships with large RIAs.
Graduated from Dartmouth College with a BA in Asian and Middle Eastern Studies and a minor in Government.
Played rugby at Dartmouth where he was National 7s CRC co-MVP, Honorable Mention All-American, All-Ivy. Inducted member in Dartmouth Athletics hall-of-fame, “Wearers of the Green”