I am an established professional in the wealth management industry and trace my heritage to the wirehouse. My experience ranges across client acquisition, financial planning, money management, portfolio analytics, and advisor recruiting and consulting. Most recently, I was a management team member serving 80 advisors managing over $5 billion, and a lead portfolio manager on three model-based strategies encompassing $20mm AuM.

I serve as Summa’s Chief Technology Officer. I am an AMD veteran of 8 years, and have been driving complex technical projects with multi-year planning horizons, multi-million dollar budgets, and large, cross-functional, multi-national technical teams. As a full stack developer, I will be overseeing Summa’s technology development and deployment which includes leading implementation of web applications and developer recruiting.