I am the Head of the Boston Private Banking Office, overseeing a team of professionals who provide commercial lending, corporate advisory, private equity, and multi-family office services for high-net-worth clients. Upon joining the firm in 1991, I served as an investment banker, advising owners ...more

I am the Head of the Boston Private Banking Office, overseeing a team of professionals who provide commercial lending, corporate advisory, private equity, and multi-family office services for high-net-worth clients. Upon joining the firm in 1991, I served as an investment banker, advising owners of successful privately held companies on the sale of their businesses. I then joined our private equity business and spent six years as one of five Investment Principals overseeing the investment of a $377 million private equity fund. At the conclusion of this fund’s investment period, I joined the Private Banking division. I served on the board of directors of Make-A-Wish Massachusetts and Rhode Island and the board of directors of the Greater Boston Chamber of Commerce. I received a B.A. in economics from Dartmouth College and am a CFA charterholder.less