Managing Director
Boston, Massachusetts, United States
Spinnaker Capital
Managing Director
Covestor
Board of Director
Fiduciary Wealth Partners
Managing Partner and Founder
Fidelity Ventures
Head of Institutional Marketing
The Bollard Group, LLC
Managing Director at The Bollard Group LLC and Spinnaker Capital LLC-
Segterra (InsideTracker)
Board of Directors
Quadra Capital Partner
Partner
Co-Founder & Managing Partner
SJM Fiduciary Advisors
Managing Partner
Fidelity Investments
Prudential Financial
Chief Marketing Officer
Harvard Business School
University of North Carolina, Chapel Hill
University of North Carolina at
University of North Carolina at Chapel Hill
