Experience

Bradley, Foster & Sargent, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Chief Operations Officer

  • Apr 2021 - Present

  Hartford, Connecticut, United States I lead a great team of people that care for clients with singular focus in an independent RIA setting that's thrived since 1994. As Chief Operations Officer, my responsibilities include managing the daily activities of our client service, technology, and operations teams. In addition, I work with our leadership team on a variety of related business development, compliance, finance, and strategic initiatives.



People's United Bank, N.A.

• United States
• Financial Services
• 1 - 100 Employee

• Head of Wealth Technology & Strategy

  • Mar 2018 - Apr 2021

  Bridgeport, Connecticut, United States I joined People's United Bank in the Wealth Management Division with a mandate to modernize the architecture, operations and technology of one of New England's premier banking institutions. Over a three year period, our team built out a unified platform, forged partnerships and laid the groundwork for a contemporary, planning-led approach to client financial wellness. We married financial products from the retail brokerage level all the way through multi-generational trusts for UHNW clients… Show more I joined People's United Bank in the Wealth Management Division with a mandate to modernize the architecture, operations and technology of one of New England's premier banking institutions. Over a three year period, our team built out a unified platform, forged partnerships and laid the groundwork for a contemporary, planning-led approach to client financial wellness. We married financial products from the retail brokerage level all the way through multi-generational trusts for UHNW clients across the Bank's New England footprint. Show less



UNAPEN, Inc.

• United States
• IT System Custom Software Development
• 1 - 100 Employee

• CEO

  • Nov 1991 - Mar 2018

  Leading provider of packaged software and services to Financial Services firms in volved in all aspects of Wealth and Asset Management. Cofounder and CEO since inception. Currently lead Professional Practice Group that serves Wealth Managers, Family offices and asset managers in Equity, Fixed Income and Alternative Investment asset classes



Oppenheimer Capital

• Consultant

  • 1991 - 1994



PDG Information Systems

• President

  • Dec 1988 - Jun 1990

  Founded IT/Operations consulting spinoff of The Professional Development Group - Leading IT traning company located in greater Boston Area. Built professional practice primarily targeted at Financial Services firms. Directed key engagements in US and abroad.



The Franklin Companies

• Senior Vice President

  • Jun 1984 - Dec 1988

  Boston based wealth management management firm with traditional and early Socially Responsible Investing teams. Responsible for operations and information technology teams. SRI team later spun off to become Trillium Asset Management