I joined Ascent in 2015, continuing a career of over a decade in financial services. My prior experience is in retirement planning, tax planning, and investment management services. Prior to joining Ascent’s team, I was employed by Fidelity Investments as a Financial Consultant. Earlier in my career, I worked for First Albany Corp, serving as Vice President of their Boston-based Institutional Equity Trading group.
I am currently a member of the Leadership Saratoga program, which is sponsored by the Saratoga County Chamber and is dedicated to the development of leaders who will serve their communities today and in the future.
I graduated Magna Cum Laude from UMASS and hold an MBA with a concentration in Finance.
I live in Saratoga Springs with my wife and two sons, where I enjoy golf, skiing, hiking and other outdoor activities.
“We’re invested in our clients, and our independent approach means we can go anywhere that benefits them the most.”