I’ve spent nearly three decades in the investment and financial services industry, leading teams, managing multi‑billion dollar portfolios, and guiding clients through good markets and bad. Most recently, I served as President of Glenmede Investment Management, where I oversaw $11 billion in assets across mutual funds, separate accounts, and other strategies, and worked closely with advisors, institutions, and individual investors.

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Earlier in my career, I co‑founded Philadelphia International Advisors, a boutique international equity firm that grew from $2 billion to over $10 billion in assets. There, I built and led core functions such as client service, sales, compliance, operations, and technology. This experience gave me a deep, practical understanding of how the investment world really works behind the scenes.

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I hold an MBA and a master’s degree in Civil Engineering from Carnegie Mellon University, as well as a bachelor’s degree in Biology from Lehigh University. I’m also a CFA charterholder and an active member of the CFA Society of Philadelphia. Outside of work, I serve on the board and chair the Investment Committee of the Police Athletic League of Philadelphia, and I’m a husband and father of five who loves family time, cooking, sports, and travel.

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Today, I draw on this blend of leadership, technical knowledge, and real‑world experience to work with individuals who may not have access to traditional advisory firms, and help them take clear, confident next steps.