Having once saved a man’s life by pulling him from a bridge railing during college, he brings a steady presence and thoughtful action to every client relationship.
Joined Lido: 2020
Homebase: New York, NY
Professional Focus: Works with families and business owners to align wealth with legacy, opportunity, and long-term security. Drawn to both strategy and markets, he focuses on holistic planning across investments, tax strategy, estate considerations, and generational wealth transfer. His approach centers on stewardship and trust – helping clients make informed decisions confidently, especially during periods of uncertainty.
Education: B.S.B.A., Business Administration, University of Hartford
Previous Work Highlights: Earlier in his career, he worked in business development roles at Veritonic Inc., Ayehu Software Technologies Ltd., and MVP Systems Software, Inc, before transitioning into financial services with Lido.
Personal Facts: Outside of work, he is committed to self-education, health and fitness, and spending meaningful time with family and friends. A former multiple-time state champion fencer, he coached his brother to become one of the highest-performing collegiate fencers in the sport’s history.
