Experience

SilverOak Investments

• United States
• Financial Services
• 1 - 100 Employee

• Founder

  • Jun 2015 - Present

  SilverOak Investments exists for one reason—to grow and protect the wealth of our clients. We do not have “customers” — transactional folks who come and go — we have clients with whom we have lasting, long-term relationships. In an on demand economy, we’re an on demand investment firm. SilverOak Investments exists for one reason—to grow and protect the wealth of our clients. We do not have “customers” — transactional folks who come and go — we have clients with whom we have lasting, long-term relationships. In an on demand economy, we’re an on demand investment firm.



Court Investment Services

• United States
• Investment Management
• 1 - 100 Employee

• Principal

  • Jun 2015 - Present

  We are an independent, fee-based, boutique investment firm that focuses exclusively on the needs of attorneys and fiduciaries. Our mission is to serve as a trusted advocate and advisor, delivering an experience that provides substantial value with a clear, competitive and straightforward pricing structure We are an independent, fee-based, boutique investment firm that focuses exclusively on the needs of attorneys and fiduciaries. Our mission is to serve as a trusted advocate and advisor, delivering an experience that provides substantial value with a clear, competitive and straightforward pricing structure


Morgan Stanley Wealth Management
• Financial Services
• 200 - 300 Employee
• Portfolio Management Director, First Vice President

  • 2008 - Jun 2015

Merrill Lynch
• United States
• Financial Services
• 700 & Above Employee
• Associate

  • 2004 - 2008