Prior to joining the firm, he spent seven years with Gannett Welsh and Kotler and MG Financial, providing personal financial advice to high-net-worth individuals in areas such as manager selection, asset allocation, and estate and tax planning.

Previously, he was a financial analyst with Wellington Management Co., where his responsibilities included researching corporate financial statements, budgets, and cash flows. He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.