Ensemble WorkAs an investment banker and consultant, I've had the privilege of providing strategic and financial advice to CEOs and business owners for over 25 years. For the last 20+ years I've focused exclusively on assisting firms in the asset and wealth management industries.And as a Co-Founder and Advisory Board Member of Cantata Wealth I am excited to help support the firm’s growth and development.I began my career in commercial banking, capital markets, and M&A groups of Bank One Corporation. After earning my MBA at Kellogg, I moved to San Francisco and joined Putnam Lovell, one of the largest independent investment banks focused on serving asset and wealth managers. Here I developed a passion for supporting firms at various stages of their growth journey, from start-up firms like Cantata Wealth to established global financial institutions. I continued leading M&A engagements for investment industry clients after Putnam Lovell was acquired by Jefferies & Co. In 2010, I decided to pursue a more entrepreneurial venture. Alongside longtime colleagues from Putnam Lovell, I helped establish MHB Advisers, LLC, a specialist investment bank based in the San Francisco Bay Area serving firms in the asset and wealth management community. As a Managing Member of MHB, I provide a range of advisory services to clients, including buy-side and sell-side M&A engagements as well as strategic advisory projects focused on topics such as succession planning, equity incentives and business valuation. Long-term relationships, active listening and an entrepreneurial spirit—which have been fundamental to the success of MHB Advisers—are also cornerstones of Cantata Wealth.Solo WorkI’m an avid golfer and skier and enjoy traveling around the state with my wife for our two daughters’ indoor and beach volleyball tournaments.

As an investment banker and consultant, I've had the privilege of providing strategic and financial advice to CEOs and business owners for over 25 years. For the last 20+ years I've focused exclusively on assisting firms in the asset and wealth management industries. I am proud to support my clients on a variety of strategic initiatives, from buy-side and sell-side M&A engagements to a range of strategic advisory projects focused on topics such as succession planning, equity incentives and business valuation. Active listening, attention to detail and a collaborative spirit have enabled me to develop long-term trusted relationships with my clients.Like many of my clients, I am an entrepreneur who works hard every day on behalf of the clients I serve. I love what I do and I'm passionate about helping clients solve important problems and achieve exceptional results.I am a Registered Investment Banking Agent with Series 7, 24, 63 and 79 securities licenses. Securities offered through Burch & Company, Inc. Any third party posts linked to this profile should not be considered to represent my views, the views of MHB Advisers or the views of Burch & Company.

Mergers & Acquisitions banker for the financial services industry

Generalist Mergers & Acquisitions banker

Banker in the Corporate Finance Advisory Group