I work closely with individuals and families in the management of their investment assets. Along side a team of wealth advisors and strategies, we deliver holistic advice for our clients full financial picture, considering investments, estate planning, tax considerations, asset financing and more. As a PM on our team and a member of the investment committee, I rely on 20 years of experience researching and investing in stocks, bonds and alternative investments as well as the shared experience of my PM and research team colleagues to help clients achieve their long term goals.Crestwood Advisors is an independent, fee-only, wealth management firm with over $5.3 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

- Co-led a team overseeing Bainco's investment process. Primary responsibilities included industry/stock research, stock selection, portfolio management, risk management and due diligence on Private Equity and Venture Capital managers.- Co-led Bainco's Asset Allocation Committee covering Equities, Fixed Income and Alternatives.

Generalist analyst with sector responsibility for Technology, Industrials, Financials and Energy including buy/sell recommendations, research, and oversight of positions.

- Generalist analyst for a billion dollar concentrated equity fund working on small, mid, and all-cap strategies. Responsible for idea generation, financial modeling, meetings with company management and industry experts.- Covered and recommended $20+ million individual investments in technology, industrial, consumer discretionary, energy and health care companies.

Analyzed investment portfolios of ultra-high net worth clients of the JPM Private Bank and provided recommendations on equities, fixed income and alternative assets to my team. Developed a business plan for targeting and approaching endowments and foundations prospects in the Northeast.

Co-managed a $5.5B portfolio of RBS's proprietary book of loans to asset finance companies in the auto, student loan and rental car sectors. Included credit risk analysis and negotiating distressed restructurings with private equity sponsors.

Managed all stages of client and principal bond offerings; responsible for pitching new clients, modeling, marketing, negotiation, due diligence and closing. Clients were mortgage finance companies, REITs, hedge funds and government agencies.