Experience

Boston Private Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Managing Director, Senior Wealth Advisor

  • Jul 2014 - Present

  Senior Wealth Advisor working directly with clients to design customized investment plans that align with their personal financial objectives Senior Wealth Advisor working directly with clients to design customized investment plans that align with their personal financial objectives



Banyan Partners

• Investment Management
• 1 - 100 Employee

• Portfolio Manager

  • Oct 2013 - Nov 2013

  Portfolio Manager for Equity Income & Balanced portfolios. In addition to working one-on-one with clients to achieve their investment objectives, responsible for conducting fundamental research and portfolio construction. Portfolio Manager for Equity Income & Balanced portfolios. In addition to working one-on-one with clients to achieve their investment objectives, responsible for conducting fundamental research and portfolio construction.



Rushmore Investment Advisors

• Plano, Texas

• Portfolio Manager

  • Apr 2011 - Sep 2013



Northstar Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Vice President

  • Dec 2003 - Mar 2011



DIRECTV Latin America

• Entertainment Providers
• 700 & Above Employee

• Finance Director

  • 1998 - 2003