Experience

Next Capital Management LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director of Family Office Services

  • Sep 2022 - Present



Pendleton Square Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Research Fellow

  • Apr 2020 - Present

  Pendleton Square provides Family Wealth Corporate Trustee Services and Family Office, Private Trust Company and Individual Trustee Support. Pendleton Square provides Family Wealth Corporate Trustee Services and Family Office, Private Trust Company and Individual Trustee Support.



Wealth Actually LLC

• President

  • Aug 2018 - Present

  +Formed out of the insights and relationships developed from my career, the book, and the podcast, "WA" develops media and provides consulting services centered around (non-investment) fiduciary decisions for individuals, families and businesses: +Host: "Wealth Actually" Podcast+Author: "Wealth Actually: Intelligent Decision-Making for the 1%" +Formed out of the insights and relationships developed from my career, the book, and the podcast, "WA" develops media and provides consulting services centered around (non-investment) fiduciary decisions for individuals, families and businesses: +Host: "Wealth Actually" Podcast+Author: "Wealth Actually: Intelligent Decision-Making for the 1%"



Estate Planning Council of New York City

• United States
• Investment Management

• Secretary and Member of the Board of Directors

  • Sep 2022 - Present