Partner and Director of Investment Management in the New York office following Algonquin’s merger with Cerity Partners. Leads the firm’s long-only manager research efforts and guides all new colleagues who join the firm and manage client portfolios, through a full integration into Cerity Partners Investment practices. Member of the firm’s Investment Committee, Manager Research Committee, Private Direct Investments Committee and Private Markets Committee. Works directly with a select group of the firm’s ultra high net worth, endowment and foundation clients. More than thirty-five years of experience developing and leading sophisticated high-net-worth investment advisory businesses.

Led the day to day operations of Algonquin Advisors, a highly regarded and award-winning open architecture, fee-based Investment Advisory firm serving the ultra-high net worth and not-for-profit communities with a critical expertise in private market investments. Rebuilt much of the firm’s operating infrastructure, with a critical focus on the firm’s approach to asset allocation, manager research, portfolio construction and performance reporting. Leveraged technology to improve the operating efficiency of the firm. Served as the firm’s Chief Compliance Officer navigating on-site and correspondence examinations with the SEC. Chaired the firm’s Compliance, Cybersecurity and 401(k) Committees and served on the Investment Committee. Developed Algonquin Academy, a program designed to provide insights into wealth management, as a career path or consumer, for college-aged students.Algonquin Advisors was shortlisted for industry recognition for seven consecutive years by Private Asset Management and recognized as the Best Private Wealth Manager – New Product in 2015 and Best Family Office Long Term Investment Philosophy in 2020.

Post acquisition of Bear Stearns by J.P. Morgan, primary responsibilities included managing the Advisory Services platform and ensuring a smooth transition into J.P. Morgan's infrastructure as well as integrating J.P. Morgan offerings into the former Bear Stearns distribution platform. Member of Wealth Management's Investment Leadership team, J.P. Morgan Global Wealth Management's New Products and Investment Review Committees, Bear Stearns Executive, Risk, Ethics, Best Execution, Valuation and Proxy Committees. Chaired the Bear Stearns Alternative Investments Review and Performance Measurement Committees.

Head of business unit responsible for fee-based services offered to clients of Bear Stearns Private Clients Services Group. Built a business line from start-up that included an integrated open architecture approach to mutual fund, separate account and unified managed account consulting services, broker managed and advised services, alternative investment consulting services as well as asset allocation retirement services and other advice platforms. Heavy broker, client and investment manager contact. Key responsibilities included managing all product management, due diligence and operations teams. Grew business from less than 5% of PCS revenues to over 35%. Grew assets from $750MM to over $15B. Revenues/investment professional grew form less than 50% of industry average to nearly 200% of industry average. Assets/ investment professional exceeded all major competitors.Chaired the Advisory Services Due Diligence, Research, Portfolio Manager/Portfolio Advisers Review Committees as well as the PCS Hedge Fund Review Committee. Member of the PCS Executive Committee, New Products, Recruiting, Training, Hiring and Statement Committees as well as the PCS Mentoring Program.Bear Stearns Advisory Services nominated by Institutional Investor as High Net Worth Platform of the Year in 2005.

Built, launched and managed a full suite of investment management consulting programs. Also responsible for the firm's broker-managed platforms and buy side affiliate. Helped to build and provided critical support to the Wood Gundy consulting platform (CIBC Canadian affiliate). Grew business from start-up to where it represented 40% of CIBC Oppenheimer's revenues with assets per account executive #1 in the industry. Chaired the Consulting Group's Due Diligence Committee, the OMEGA review committee, the OIA Investment Committee sand Asset Management's Hiring Committee. Member of Wood Gundy's Asset Management Advisory Council, CIBC (U.S.) Benefits Committee, Finance and Control Committee and the only U.S. member of the CIBC (Canada) Pension & Benefits Committee.

Senior Home Office Consultant for the investment management consulting service at this leading investment bank.

Assistant Product Manager for one of the early open architecture investment management consulting departments at a major investment bank.