Co-founding Curated Wealth Partners is the most exciting thing I have done in my 20+ year career. The opportunity to continue to employ my broad investment experience with our partner families is a clear and natural progression in our professional relationship.

I began my career as an equity trader, securities analyst and portfolio manager and I rely on my experience investing through many market cycles, including the dot-com bubble and financial crisis. My clients have most consistently complimented the way I help them navigate investing by marrying their risk appetite and investment style with my views on opportunities in the marketplace. By leveraging ten years of buy-side experience, with an additional twelve years of advising wealthy families, I work hard to create a client experience driven by transparency, objectivity, integrity.

I am a Southern California native and have lived in the South Bay beach community for over 20 years. My wife and I (and our English Bulldog Otis) spend as much time as possible caring for our son. I also enjoy running, cycling, ocean swimming, hiking, and, when possible international travel.