Committed to helping people who may be underserved or underinformed regarding financial services.
Joined Lido: 2025
Homebase: New York City
Professional Focus: Helps guide others to navigate decisions in order to create a better life and legacy. His work centers on driving strategic growth and M&A within the firm, leveraging his background in banking, lending, and private equity to help advisory firms expand, integrate, and scale their businesses.
Education: B.A., Economics, Boston University
Previous Work Highlights: Spent his career driving growth across the financial services industry, most recently as a Partner at Accelerated Wealth Partners, where he focused on M&A and strategic growth for wealth management firms. Earlier in his career, he served as Vice President of Banking and Lending Solutions at J.P. Morgan, Director and Deputy Head of Securities-Based Lending at First Republic Bank, and Senior Associate at Focus Financial Partners.
Personal Facts: Enjoys trying new things—whether it’s a new city, country, or restaurant—and spending time with his family, partner Danielle, and Bernedoodle in Long Beach Island on the Jersey Shore. He has also been on the Today Show on five separate occasions to model for fashion segments and was on their Halloween show as an extra.
