Employment History
- First Republic Private Wealth Management
- Director
- Family Business Association
- Co-Founder and Executive Director
- Suffolk University
- Adjunct Professor
- BNY Mellon Wealth Management
- Vice President
- Ernst & Young LLP
- Manager, Personal Financial Counseling
- Deloitte & Touche LLP
- Senior Consultant, Financial Counseling Services
- Arthur Andersen LLP
- Senior Associate, National Family Wealth Planning
- Velikanje, Moore & Shore
- Associate
- John W. Henry & Company Inc
- Account Manager
Education
- LLM, Georgetown University
- JD, Ohio Northern University
- BA, Fairfield University