As Managing Director in our Boston office, I cover regional accounts as well as those in the Southeast.

My background is in Equity Sales. I’ve worked at Jeffries, JP Morgan, and UBS, where I managed large accounts and built successful client relationships. I enjoy meeting new people and connecting, which is the best part of my job.

Our Datagraph provides an emotional picture of a stock – it visually captures what’s going on in the market. I find the psychology of the markets fascinating because it’s always changing – the mood, tempo, the people, all are in constant motion. These varying dynamics keep me coming back every day.

I earned a BA in Liberal Arts from the University of Colorado at Boulder and a JD from New York Law School. I volunteer extensively, including at the Order of St. John and JDRF International.

This company is genuinely a family business. The people here are dedicated – and truly believe in what we're doing. It’s a place where your voice is heard. Ideas are welcome and I’m excited that I can have a real impact.

I love extreme travel. I've taught at a Tibetan refugee camp in Nepal, worked on a vineyard in New Zealand, run with the bulls in Spain, climbed Mount Kilimanjaro in Tanzania, and been fortunate to call several of the best cities in the world home.

My most important team is my family. My two daughters, my son, and my extremely patient wife are the glue that keeps me together.