Industry Start Date: 2003
KAR Start Date: 2023
Education: B.A., Political Science, University of New Hampshire
Prior to Joining KAR:
I worked as the Director of Portfolio Management at IDA, a RIA based in San Diego, where he managed day-to-day operations including investment manager due diligence, client education, and trading portfolios. Prior to that, I worked for LPL Financial as an Analyst and Trader, and at Morgan Stanley as a Financial Advisor and Analyst.
What Do You Enjoy Most About Your Job:
I enjoy collaborating with advisors and clients to empower them with knowledge by providing updates on the current market environment, and involving them in the investment process. This level of partnership helps to further our clients’ progress towards achieving their investment objectives.
What Do You Enjoy Most About Working at KAR:
The people at KAR are the company’s strength.
What Are You Involved in Outside of Work:
Outside of work, I spend most of my time with my wife and two children. Sports and family are a big part of our life and keep us outdoors.
How Does KARWA Approach Wealth Management Differently?
KARWA looks to provide clients with a true institutional feel to investing by providing access to investment strategies managed by an in-house investment team as well as other external institutional-quality managers. Advisors are able to build client portfolios from a diverse set of strategies and asset classes, which has led to many success stories.
What Do You Hope to Achieve For Your Clients?
To educate them well enough so that they feel confident with educating someone else with that knowledge. It is then that I knows I’ve done my job correctly.