I have spent my entire investment banking career exclusively advising healthcare companies. Since starting out at Kidder, Peabody in 1994, I have been fortunate to have worked with amazing clients across all areas of healthcare. Prior to my joining Edgemont, I worked on healthcare provider transactions within the healthcare group at Baird and prior to that I was responsible for the healthcare M&A business at BMO Capital Markets.
I graduated from Lehigh University with a BS in Mechanical Engineering and received my MBA from the Columbia Business School. I hold series 7, 63 and 79 securities licenses.
For me, the greatest reward has been the relationships formed over many years of providing honest and trusted advice to clients on some of their most important transactions. One of the best complements I have received was when a client told me how appreciative he was when I advised him to not do a transaction (forfeiting the fee that would have been due). Edgemont’s philosophy of always putting the client first aligns well with how I have always operated while helping clients achieve their goals.
I enjoy music, golf, spending time in the mountains (Adirondacks or anywhere out west) and any type of fishing. Any of these or other activities where I am spending time with my wife and two sons is even better.
