Experience

Wealthspire Advisors

• United States
• Financial Services
• 200 - 300 Employee

• Executive Vice President

  • Jan 2022 - Present

  New York, New York, United States In January 2022, Lenox Wealth Advisors integrated with Wealthspire Advisors. Along with Wealthspire’s CEO, Mike LaMena, I helped lead the integration of the 2 NFP-owned firms. In my new role, I will continue to grow revenue across all areas of the business and develop new firmwide initiatives.



Lenox Wealth Advisors dba Wealthspire Advisors

• United States
• Financial Services

• Chief Executive Officer

  • Aug 2018 - Jan 2022

  New York, New York, United States As CEO of Lenox Wealth Advisors, I led the firm’s strategic initiatives, established its broader vision, and continued the expansion of its Personal CFO and asset management businesses.



Lenox Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Managing Partner

  • 1994 - Jul 2018

  New York, New York, United States Managing Partner of Lenox Advisors responsible for the development of the Lenox CFO™ Program. Oversaw sales management, training and development of Lenox’s Relationship Managers. Registered NFLPA Player Financial Advisor.