I learned about Bridle Paths years after moving to the DC area and am inspired by the mission and the help it provides. Having helped individuals, families, corporations, foundations, and associations by providing investment management, consulting, and financial planning services for the last 30 years, I am honored to be able to now also help Bridle Paths grow so that we can improve the lives of more people through Equine Assisted Services.
I earned a Bachelor’s of Science in Finance from Providence College. I later received my Masters from Georgetown University’s McDonough School of Business in addition to completing the Wealth Management Theory and Practice program at the Yale School of Management. I hold a Certified Private Wealth Advisor® professional designation and have been recognized by Five Star Professional as a Five Star Wealth Manager.
My wife, three children, two dogs and I live in Washington, DC and I enjoy following my favorite New England sports teams from afar, playing golf, and watching the kids play on various CYO and WCAC teams when not working or volunteering.