Leads revenue-generating initiatives and M&A growth strategy as a key partner to advisory teams and executives.
Joined Lido: 2024
Homebase: Tampa, FL
Professional Focus: Supports the firm’s merger and acquisition efforts, developing and executing strategies to seamlessly integrate and grow newly acquired advisor teams.
Education: B.S.B.A., Finance, Shippensburg University; M.B.A., Auburn University
Previous Work Highlights: Specialized in managing large-scale M&A programs, driving operational efficiencies, and developing and executing business strategies to build and scale high performing teams at top institutions, including Citibank, Bank of America, UBS, and BNY Mellon.
Personal Facts: Member of the Track and Field team at Shippensburn University, where he won multiple conference championships. A passionate Philadelphia sports fan, he enjoys following his favorite hometown teams and staying active through running, powerlifting, and recreational sports.
