Dynasty is one of the wealth management industry’s award winning platforms, designed by industry veterans to provide exceptional services and access to independent advisory teams. We power our advisors through supported independence to gain efficiency, scale their operations and grow their business. As the Head of M&A and Capital Strategies, I am responsible for leading the firm’s M&A efforts and to customize, underwrite and implement innovative capital solutions for clients of the firm.

Defiance ETFs is an exchange-traded funds (ETFs) sponsor focused on thematic investing, and includes a suite of rules-based ETFs that allows retail and institutional investors to express a targeted view on dynamic sub-sectors that are leading the way in disruptive innovations

Investment Banking - Financial Institutions GroupSpecialized in asset and wealth management coverage

Financial Advisory Services - debt and equity valuation, fairness and solvency opinions

MBA internship working in the Financial Opinion and Advisory Practice

Worked with CFOs and key accounting personnel to address financial reporting issues at financial institutions by analyzing financial statements, researching accounting pronouncements, and presenting findings to Managers and Partners. Key clients serviced include investment banks, hedge funds, private equity depositories, clearing agencies, broker dealers, and exchanges.