Experience

Sequoia Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Senior Vice President, Advisor Group Lead

  • Aug 2021 - Present

  The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities.ANDThird party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less

• Strategic Advisor

  • Jan 2021 - Present



Cresset

• United States
• Financial Services
• 200 - 300 Employee

• Regional Managing Director

  • Sep 2017 - Nov 2020



1636 Review

• Founder

  • 2015 - 2018

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Summit Trail Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Consultant

  • 2015 - 2017

  Summit Trail Advisors is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique. We are able to choose what we believe are the best resources for our business, and free to make our best recommendations for every client. These independent decisions are anchored by our extensive experience within large investment firms. Summit Trail Advisors is a private investment office founded by a group of experienced professionals with a vision: to deliver clients the investment prowess and resources of a private bank through the independence of a boutique. We are able to choose what we believe are the best resources for our business, and free to make our best recommendations for every client. These independent decisions are anchored by our extensive experience within large investment firms.



Mirador Family Wealth Advisors

• Chicago

• Senior Family Wealth Advisor

  • 2012 - 2014



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Managing Director and Operating Officer, Strategy group

  • 2010 - 2012



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Chief of Staff - Wealth Advisory Services

  • Sep 2007 - Sep 2010

• Business Unit Manager - Private Wealth Management

  • Aug 2001 - Sep 2007

  Right-hand to Partner in charge of midwest private wealth management division