Experience

F.L.Putnam Investment Management Company

• United States
• Investment Management
• 1 - 100 Employee

• Managing Director

  • Aug 2023 - Present

  Massachusetts, United States



SVB Private

• Banking
• 200 - 300 Employee

• Head of Multi-Asset Research

  • Dec 2021 - Jul 2023

  Boston, Massachusetts, United States



Boston Private

• United States
• Financial Services
• 200 - 300 Employee

• Director, Manager Search & Selection

  • May 2019 - Jun 2022

  Boston, MA Drawing on foundational experiences at BofA/ML, some great mentorships, and thousands of reps interviewing investment managers over the years, my team and I are building a platform of 3rd party investment partners ranging from ETFs to private investments. If you're an asset manager interested in exploring a partnership with Boston Private Wealth, send me an email outlining the attractiveness of the opportunity you seek to exploit. Bonus points for data/evidence supporting your… Show more Drawing on foundational experiences at BofA/ML, some great mentorships, and thousands of reps interviewing investment managers over the years, my team and I are building a platform of 3rd party investment partners ranging from ETFs to private investments. If you're an asset manager interested in exploring a partnership with Boston Private Wealth, send me an email outlining the attractiveness of the opportunity you seek to exploit. Bonus points for data/evidence supporting your argument. Show less



Draper

• Advertising Services

• Investment & Treasury Manager

  • Jan 2019 - May 2019

  Cambridge, Massachusetts



FiVerity

• United States
• Software Development
• 1 - 100 Employee

• Relationship Manager

  • Jul 2018 - Dec 2018

  Boston, MA During my time at FiVerity (formerly Coalesce.ai), we were working with asset managers and wealth managers to automate the repetitive, mundane, and error-prone workflows found within compliance, consolidated reporting, and other areas within back and middle offices. This "crash course" in the current and aspirational capabilities of artificial intelligence grows in value as technology progresses at an accelerating rate.



Lake Street Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Director of Investments

  • Jan 2016 - Jul 2018

  Boston, MA As Director of Investments and a member of the senior leadership team at Lake Street Advisors, a $4B+ multi-family office, I had the opportunity to shape the investment strategy used as a component in the comprehensive wealth advice delivered to over 60 affluent families. That strategy, which was originally built in the image of the Yale Endowment Model, evolved to emphasize tax-efficiency, true diversification, and a focus on low competition opportunities.

• Senior Investment Analyst

  • Nov 2011 - Jan 2016

  Portsmouth, NH & Boston, MA



Twin Focus Capital Partners LLC

• Research Analyst

  • Sep 2009 - Nov 2011

  Boston, MA Twin Focus was an incredible learning experience in a variety of different ways. From learning the "ins-and-outs" of multi-family office operations to gaining a better understanding of "what it takes" to meet the expectations of an affluent client. Gaining such a well-rounded understanding of the business while also growing as an investment professional wouldn't have been possible at other firms at that time.



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Research Analyst

  • Apr 2007 - Sep 2009

  Boston, MA As an inexperienced analyst in the CFA program the opportunity to speak directly to professional investors about how they invest client dollars and why they choose to do it that way was endlessly fascinating. With great mentors, a fortuitous team meeting with Michael Mauboussin as a guest speaker, and just enough freedom to explore new ideas it's easy to consider this experience as "formative".


Wollaston Golf Club
• United States
• Hospitality
• 1 - 100 Employee
• Caddy, Bag Room

  • 1996 - 2002