I provide comprehensive financial planning, investment services and advice on risk management to individuals and families. I seek to use my skills and experience to help people achieve their life goals, whether for family, business, charity or other purposes.
With an extensive career in banking and capital markets, I bring an informed perspective on finance and risk management to his client relationships. I began my career in the eighties as an investment banker with Kidder Peabody and Credit Suisse First Boston in New York. I formed my own advisory firm in the 1990’s, working with business owners and institutional investors such as pension funds and endowments. From 1999 to 2004, I managed institutional banking, sales, research and trading for a leading regional brokerage firm as Executive Vice President of Advest, Inc. I held executive positions in banking and asset management from 2004 to 2015 for Commerce Bank, WSFS, First Niagara and Univest Bank.
I earned my MBA from Stanford Graduate School of Business, a Master’s degree from Harvard Kennedy School/Graduate School of Design and a Bachelor’s degree cum laude from Harvard College. I also taught economics and finance at Harvard. I currently serve on the Board of Directors of the Devon Horse Show Foundation and chair its Investment Committee. I am also a Director of the National Disability Institute, a leader in promoting financial education and well-being of individuals with disabilities and their families.
My wife, Mary Ann, and I live in Ardmore, Pennsylvania.