"I believe in the power of compounding – not just in portfolios, but in people and culture. Great investing is a team sport, and when disciplined thinking, shared values, and consistent effort work together, the results speak for themselves."
As an Investments and Trading Associate, I work alongside our advisors and Trading Team to ensure trades are executed accurately and efficiently each day. Beyond day-to-day trade execution, I focus on portfolio rebalancing and account management as part of our operations team – supporting the behind-the-scenes work that allows our advisors to dedicate more time to what they do best: building meaningful relationships with our clients.
What I find most fulfilling about my work is knowing that I'm part of a larger, collaborative effort where every detail matters. The behind-the-scenes work I contribute to each day – whether it's executing a trade, rebalancing a portfolio, or refining our systems – ultimately shapes the financial futures of real people, and that gives my role real meaning. I'm energized by being part of a team that genuinely lives its values: putting clients first, acting with integrity, caring for one another, and working together toward a shared purpose. Those aren't just words to me, they reflect how I try to show up every day.
Born and raised in Sonoma County, I currently live in Marin with my fiancée Debbie, though we're excited to be moving back to our roots soon. When I'm not cheering on the Niners or Warriors, you'll find me at the gym or getting outside to stay active. I enjoy following politics and financial markets and I'm always up for a good debate. And if you ever want to sit down for a strategy game or a hand of gin rummy, I'm your guy.
