At Vintris Wealth, I lead as CEO with a strategic, collaborative, and results-driven mindset honed through experiences at Rocaton Investment Advisors and Goldman Sachs Asset Management. While at Rocaton, I played a pivotal role in the firm’s acquisition by Goldman Sachs in 2019 and its subsequent ...more

At Vintris Wealth, I lead as CEO with a strategic, collaborative, and results-driven mindset honed through experiences at Rocaton Investment Advisors and Goldman Sachs Asset Management. While at Rocaton, I played a pivotal role in the firm’s acquisition by Goldman Sachs in 2019 and its subsequent successful integration. Now, at Vintris, I am building a foundation that combines innovation with a commitment to delivering a broad range of value-added services to clients. With a focus on assembling a high-performing team and leveraging cutting-edge technology, including AI, we are creating a firm that stands at the intersection of innovation and tradition. At the heart of Vintris' mission to redefine wealth management in the modern era lies my steadfast commitment to client-centric engagement, strategic evolution, and the disciplined leadership that propels us toward innovation and excellence.less