Numbers came naturally to me early on. Growing up in Evanston, I was drawn to statistics, probabilities, and the logic of how things work when you apply the right framework. When I ran a small business during high school and college, I found it energizing to combine quantitative thinking and working with customers.
My first internship was in wealth management, and it confirmed what I suspected. This was the work I wanted to do. After earning my BBA in Finance from Emory University, I joined J.P. Morgan Private Bank, where I worked as a Financial Analyst, a Wealth Advisory Analyst, and eventually a Client Advisor. Over those years, I worked with dozens of clients on investing, credit, and wealth transfer, often in complex situations that required careful thinking across multiple dimensions.
When a client comes in with a vague sense of what they want, I turn that into a specific, workable plan that includes investment management and tax-conscious solutions. I specialize in equity compensation, asset allocation, and breaking down complex financial concepts into simple terms. Clients have told me I make things digestible, and that's something I take genuine pride in.
I'm endlessly curious about how people relate to their finances. It’s fascinating how couples approach money differently, and I relish hearing clients share deeply personal items that they wouldn't share with close friends. These are the things that make every client relationship distinct. Understanding that dimension helps my clients implement a long-term plan, and I’m grateful to have the opportunity to impact their lives in a meaningful way.
I live in Chicago with my wife, Esther, and our son. Outside of work, I enjoy traveling and have visited dozens of countries. I enjoy several different sports and spend a fair amount of time at playing different strategy games.
I volunteer with the American Cancer Society. Cancer has taken several members of my family, and contributing to that work is something I consider both personal and important.