Designations
- CERTIFIED FINANCIAL PLANNER® professional1
Work Experience
- Joined MAI in 2024 through the acquisition of Hyperion Partners, where he served as a Managing Partner since co-founding the firm in 2018
- Focuses on providing comprehensive financial planning, investment management, and business consulting services for wealthy families and business owners
- Strategic thinker enabling clients to make informed decisions around their life, wealth, and businesses
- Started his career at SEI Investments and has served advisory firms since 2006 prior to Hyperion Partners
Life Outside of MAI
- Active in the community coaching baseball with Chester Valley Little League and CYO basketball with St. Patrick School in Malvern
- Has served on various non-profit boards over the past two decades and is an active parishioner at St. Patrick Church in Malvern
- Member of the Union League of Philadelphia since 2014 and Chester Valley Golf Club; serving on the Long-Range Planning Committee
- Enjoys all outdoor activities with wife, Ashley, and three boys
Education
- Georgia Institute of Technology, Bachelors of Science in Electrical Engineering with Certificates in Finance and Entrepreneurship, Class of 2001
1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
