Prior to joining Edgemont in 2021, I was a Vice President at Evercore where I advised clients on a broad range of transactions including sell-side and buy-side M&A and equity and debt financings. I began my career at Cambridge Associates, focusing on institutional investors’ private equity and venture capital investments.
I graduated from Syracuse University with a BS in Finance and received my MBA from Columbia Business School. I hold series 63 and 79 securities licenses.
Throughout my professional career I have been fortunate to work alongside a diverse group of clients on some of their most important strategic decisions, which has provided me with deep industry expertise and allowed me to forge strong, lasting relationships. Helping clients navigate challenging circumstances in order to achieve a successful outcome has been a true privilege.
Outside of Work
Whether it is on the tennis or squash court, golf course or running in Central Park, I try to remain as active as possible. Through good times and bad, I remain a dedicated Boston sports and Syracuse Orange fan! What I enjoy most are the leisurely walks that I go on with my wife and daughter in New York City.