Experience at the intersection.

I've spent much of my career exploring how technology changes businesses—and why making that change happen is often harder than developing the technology itself.

Over more than two decades, my career has taken me through financial services, asset management, wealth management, and fintech entrepreneurship. I've helped build a technology company, worked inside a global financial institution, and led the commercial expansion of emerging technology solutions.

What connects those experiences is a curiosity about how things can work better.

I'm interested in the intersection of new technologies, business models, and the people responsible for bringing them to life. Having worked on different sides of that equation, I've learned that building innovative products, getting organizations to embrace them, and creating sustainable businesses around them are three very different challenges.

Today, at XALT, I lead the U.S. Client Group and work with asset managers exploring how AI, investment intelligence, and digital technology can transform distribution and advisor engagement.

Previously, I held leadership roles at AllianceBernstein and helped build Invessence, a digital wealth management technology company. Those experiences gave me an appreciation for both the entrepreneurial energy of building something from the ground up and the complexity of driving change inside established institutions.

I'm particularly interested in the next evolution of financial services—from the continued growth of independent wealth management and alternative investments to the emergence of AI-powered business models and intelligent workflows.

Above all, I enjoy meeting people who challenge conventional thinking, create new ideas, and find better ways to solve problems.

Outside of work, I'm a husband, father of three, former competitive swimmer, occasional golfer, and lifelong believer that there's always something to learn from the people around you.