I have a passion for connecting with people and love to hear their stories. More than anything else, I like to see people succeed. I believe that the real connector between people is trust, and it all starts with the people around me.

I have extensive experience in the family office world, and consult with substantial families on their operations, allocation and long term strategy. I was the co-founder and founding president of the Family Office Association in Greenwich, and currently maintain an extensive personal network of family offices, business leaders and decision makers globally. Previously I helped to start a single family office and foundation in New York where I was an investment manager for six years. I was an energy specialist focused on options and futures trading at Crédit Agricole Indosuez in New York prior to that, and started my career at Salomon Smith Barney.

I have spoken on family office issues at many conferences and have been quoted in the Wall Street Journal, the Financial Times, Forbes, Bloomberg, and Family Wealth Report, among others. I am on the Editorial Board of the Family Wealth Report and conduct a monthly interview series of luminaries in the family office and investment world. I was a founding member of the Family Office Council at Princeton University; am a member of the NYU Stern Family Office Council; was an advisor to the RDS Milken Family Office Council; and was formally an advisor to Addepar.

I encourage you to take a look at The Inheritance Project, which was founded in 1992, and is a collection of stories dedicated to exploring the emotional and social impact of wealth on inheritors. The main book, The Legacy of Inherited Wealth, was very influential on my work and is available free on the site.

I am also on the board of the Harvard Club of Western Massachusetts and active in the alumni association. Currently I am rereading one of my favorite books, The House of Morgan by Ron Chernow.