Highlights
Industry: 2007
KAR: 2019
EDUCATION
B.A. Economics, Trinity College
Alumnus of The Roxbury Latin School
PRIOR WORK EXPERIENCE
Vice President – Blackstone
CERTIFICATIONS AND CREDENTIALS*
- Certified Investment Management Analyst®
- Certified Financial Planner®
- CFA Level III Candidate
- Series 6, 7, 63, 66, 79 licenses
RECOGNITION
- 2023 Forbes Top Next Gen Best-In-State (Massachusetts)
- Featured in The Wall Street Journal and Wealthmanagement.com
| Q: | What Do You Enjoy Most About Your Job? |
| A: | The most rewarding aspect of my job is developing close and trusting relationships with my clients. Financial peace of mind is something that everyone strives for and I feel very fortunate for the opportunity to help my clients achieve that.
|
| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | What I enjoy most about working at KAR are the people that I get to interact with on a daily basis. Being a smaller firm, there is a great deal of collaboration among peers and I am grateful to be able to work with such smart, thoughtful and driven individuals.
|
| Q: | What Are You Involved in Outside of Work? |
| A: | I live in the Boston area with my wife and three sons. We also have a rescue dog named Penny. I enjoy spending time with family, playing hockey, cycling and staying active. |
Contact Form for Wealth Management
*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.
The 2026 “400 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2026 and covers the year 2026. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.
The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.
The 2025 “100 Next Gen Advisors to Watch” ranking was given by AdvisorHub in June 2025 and covers the year 2025. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.
The 2025 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.