Experience

Grey Fox Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Founding Partner

  • Mar 2020 - Present

  Grey Fox Wealth is an independent fiduciary that provides comprehensive financial planning services, wealth management solutions, and direct access to alternative investments for qualified investors for a single, transparent fee. We work with individuals, families, non-profit entities, government jurisdictions, and small businesses on their unique and often complex financial needs. This ranges from investment management, financial planning, 401(k) or 403(b) solutions, pensions, endowments, and other reporting and consulting needs. Show less



Grey Fox Capital

• Financial Services

• Partner

  • 2019 - Present

  Grey Fox Capital is a private equity sponsor that invests in real estate and enterprise projects to generate competitive returns and support local communities. Grey Fox Capital is a private equity sponsor that invests in real estate and enterprise projects to generate competitive returns and support local communities.



MainLine Private Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • Oct 2017 - Mar 2020

  Advised affluent families, institutions, and trustees on their respective investment portfolios, trusts, estates, foundations, endowments, and retirement/pension plans. Advised affluent families, institutions, and trustees on their respective investment portfolios, trusts, estates, foundations, endowments, and retirement/pension plans.



Morningstar

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President, Global Business Development

  • May 2014 - Oct 2017

  I managed the global relationship for six of Morningstar's largest strategic partners. These firms worked with Morningstar in a variety of ways using multiple lines of business. In this role, I was responsible for growing Morningstar's global relationship and for ongoing communication between firms. I coordinated executive alignment and business intelligence with my colleagues globally to ensure a consistent and exceptional client experience.

• Senior Vice President, Institutional Sales

  • Mar 2015 - Apr 2016

  I oversaw east coast broker dealer and asset management business development and sales efforts for Morningstar Investment Management, LLC. These efforts included selling our portfolio management services directly, through third parties, and in a sub-advisory capacity. Clients included wirehouses, regional broker dealers, independent broker dealers, and asset management companies.

• Vice President, Advisor Solutions

  • Apr 2013 - Apr 2014

  Responsible for business development, relationship management, and improving Morningstar's strategic partnerships with key global and national broker dealer relationships.

• Vice President, Institutional Software

  • Jan 2012 - Apr 2013

  Responsible for business development efforts for national accounts within Morningstar's Institutional Software division. Clients are asset managers, hedge fund firms, insurance companies, broker dealers, consultants, and plan sponsors. Our software and data helps with peer group construction, performance attribution, asset allocation, competitive intelligence, defined contribution line-up analysis, sales, product development, and research.

• Regional Sales Director, Institutional Software

  • Apr 2010 - Jan 2012

  Regional sales director within Morningstar's Institutional Software Division focusing on business development with Investment Consultants and Registered Investment Advisors in the Mid-Atlantic region (PA, NJ, DE, MD, DC, VA, KY).

• Consultant, Institutional Software

  • Aug 2008 - Apr 2010

  Supported and trained asset management firms nationally on Morningstar’s Institutional Software Services. Focused on client engagement, workflow integration, and output automation to help clients optimize their productivity using Morningstar’s institutional research and software solutions.

• Data Analyst

  • Jul 2007 - Aug 2008



Eddie Bauer, Germany

• Munich Area, Germany

• Financial Analyst Intern

  • May 2006 - Aug 2006