Financial Services professional currently focused on collaborating with our intermediary clients to provide a range of growth-focused solutions for their practice, primarily J.P. Morgan and 55ip’s automated, Tax-Smart implementation capabilities. The Platform Solutions team helps our clients ...more

Financial Services professional currently focused on collaborating with our intermediary clients to provide a range of growth-focused solutions for their practice, primarily J.P. Morgan and 55ip’s automated, Tax-Smart implementation capabilities. The Platform Solutions team helps our clients understand the impact of scaled Tax-Smart portfolio management, including tax-smart trading and rebalancing, tax-transitions, automated/ongoing tax loss harvesting, tax-smart withdrawals, and tax-benefits reporting. Platform Solutions represents J.P. Morgan’s suite of custom investment solutions, including Custom Models and Tax-Managed Active and Index SMAs. Prior experience at 55ip, a privately owned FinTech, that was acquired by JP Morgan Asset Management in 2020. Additional experience distributing State Street Global Advisors SPDR ETFs to all four major coverage channels (RIAs, National Broker-Dealers, Independent Broker-Dealers, and Private Banks/Trusts). Deep understanding and knowledge of current industry trends and environment. Skilled in working with large wealth advisory firms to adapt to increasing regulatory demands and significant operational and technological changes. MBA Graduate from Boston College, The Carroll School of Management.less