My ability to add value beyond investments stems from my broad career experiences. I was an engineer developing tech products before joining Wall Street as a professional investor in 1997. I managed pension plans and mutual funds for a $35 billion investment fi rm before researching technology companies as an analyst for a global Wall Street securities firm. I transitioned back to main street as the CFO of a small business, gaining a deeper understanding for the challenges and opportunities that business owners face.
As my clients’ financial advisor, I draw on these complementary experiences, and the unique perspectives that each provides, to create a deeper and more comprehensive assessment of my clients’ options for growing, protecting and enjoying their wealth. My lessons learned on how businesses create value, and how to create value from businesses, benefits my clients in innumerable ways, including advising owners through their eventual exit.
I earned an MBA in finance and accounting from the Booth School of Business at the University of Chicago and a bachelor’s degree in electrical engineering from Georgia Tech. A native of St. Petersburg, I was a collegiate All-American, world and national champion sailor. I serve on the board of trustees of the Foundation for a Healthy St. Pete, and actively support Leadership St. Pete. I have been married to my wife, Lisa, for more than 30 years, with three children in college.
