Designations
- Series 65
Work Experience
- Works with individuals and families to help them establish, implement, and monitor financial plans
- Responsible for the oversite and management of investment portfolios
- Cofounded Four Points Advisors, LLC in 2015, where he served as Director of Investments
Life Outside of MAI
- Native of Northampton, England
- Avid golfer and previous Division 1 NCAA player
Education
- Belmont University, BA in Finance