Wetherby Asset Management
Wealth Manager and Shareholder
Montgomery Asset Management LLC (a division of Montgomery Securities)
Portfolio Manager and Shareholder
Fidelity Investments
Senior Equity Trader
Eastern Capital Corporation
Trader
HP
Equity Analyst
Rebalance
Consultant supporting the CIO, Wealth Management Clients, and Investment Platforms
Fairlead Financial Advisors
Founder and Principal
Boston College Carroll School of Management
Wisconsin School of Business
