Experience

Wealth Partners Alliance

• United States
• Investment Management
• 1 - 100 Employee

• Founding Partner, Wealth Partners Alliance; Wealth Advisor, RJFS

  • Feb 2019 - Present

  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Wealth Partners Alliance is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Wealth Partners Alliance is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Vice President-Wealth Management

  • Dec 2011 - Feb 2019



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager

  • Feb 2007 - Dec 2011