I recently relocated to Southern California with my wife and young son. Prior to joining empiriKal partners, I worked in Investment Banking for over 10 years at firms including Morgan Stanley, Perella Weinberg Partners, and Oppenheimer & Co, where I advised public and private companies on capital raising and M&A and strategic advisory transactions. Most recently, I was with H.C. Wainwright & Co., where I was primarily focused on the biotechnology industry.
I grew up in England and North Carolina and graduated with distinction from Duke University in Economics with a Minor in Markets & Management in 2010.
With over a decade of experience in the financial markets, I understand intimately the various investments and structures available to our clients. I work closely with my clients in order to aid and support them in achieving their financial goals, including financial independence and happy retirement. I am here to guide and serve our clients to achieve their dreams and live their most fulfilling lives.