As a Director and Investment Officer, I have the privilege of serving families and nonprofits institutions across the country. Early in my career, I honed my investment expertise at a large bank, but felt I could have a more profound impact at Hirtle Callaghan, where our structure is intentionally designed to put clients’ interests first.  

Since I was young, competitive sports have been a big part of my life. That same competitive spirit applies to my work; I want to help my clients “win” in the investment marketplace.

I enjoy working with accomplished business owners and executives who want to make sure their wealth is managed as successfully as their business pursuits. I take time to know them on a deeply personal level. Understanding what drives them and their families helps us build portfolios aligned with their goals and aspirations.

Many of my clients are philanthropic in their communities, and investing their capital wisely will allow them to give more back. I also have the honor to serve many nonprofit organizations. Helping ensure these nonprofits can thrive in the future is a great source of fulfillment.

Outside of work, I enjoy spending time with my four sons, playing racquet sports and golf (often with clients) and living a healthy, active lifestyle. My wife and I recently moved from Chicago to West Palm Beach Florida which is conducive to our active lifestyle.