I rely on over 21 years of experience in diverse financial services roles to help me deliver solutions to clients. As a portfolio manager for 13 years with Schonfeld Group, I traded over 1 billion shares and contracts of stocks, commodities and currency futures. This has helped me understand the various relationships among diverse asset classes of investments. Combining this experience with 6 years as a Financial Advisor with Wells Fargo Advisors and Morgan Stanley Dean Witter, as well as Agency Owner with Allstate Insurance Company, I have developed a distinct perspective on the markets that helps me deliver financial solutions to clients.
I earned my MBA, Finance from University of North Carolina Kenan-Flagler Business School, and my BBA, Banking & Finance from Hofstra University, where I played defense for the ice hockey team.
Away from the office, I am a member of the Cary Chamber of Commerce Education Committee. I volunteer coach in youth athletics, most recently with the Junior Hurricanes Polar House Hockey League. I enjoy playing hockey and golf, and rooting for the Carolina Hurricanes and UNC Tar Heels. I reside in Cary, NC with my wife, Jodi, and children, Brendan and Ryan.