I’ve been an investment banker for my entire professional life since starting out as an analyst at Atlas Advisors. I have been privileged to have had an extensive career advising clients across multiple sectors, on varied transaction structures and in many geographies. Prior to Edgemont, I worked with numerous providers of behavioral health services and helped build and grow the behavioral health practice at Berkery Noyes & Co. I graduated from Northeastern University and received my MBA from the Columbia Business School. I hold series 7, 63 and 79 securities licenses.
The greatest professional accomplishment for me has been the network of lasting relationships I have built with my clients over the course of my career. Well after the initial transaction has closed, my clients have been references, mentors, friends and repeat-clients. For me, it is a testament to the quality of the work in helping my clients achieve their goals. Edgemont’s unwavering focus on the client’s goals continues to allow me to add to this network of rewarding relationships.
Outside of Work
Whether it’s visiting the zoo, playing in the park, dancing or participating in a make-believe adventure; I love spending any time I can with my infant daughter. Perhaps, one day when she has “cooler” things to do than spend time with her father, I will get back to reading voraciously, playing backgammon and pretending to be a skilled racquetball player.