I’m a Wealth Advisor at J.P. Morgan Wealth Management, a division of J.P. Morgan. In my role, I offer a range of goals-based wealth planning services to executives, business owners, professionals rising in their careers, those approaching retirement, high-net-worth individuals and their families. I deliver guidance on investments and multigenerational transfer, business succession and legacy planning. I spent ten years as a development professional at Wesleyan University, Lafayette College and Rutgers University, where I fostered trusted relationships with donors and high-net-worth individuals to advance their philanthropy and charitable giving plans. More recently, I served in a business operations and management capacity at Fedway Associates, a solely owned, family-run wholesale distribution company based in New Jersey, where I gained exposure in front-line sales, marketing, and day-to-day headquarters and warehouse operations. I joined J.P. Morgan in 2023 in a pivot to wealth management that aligns with my passion for the advisory business and the opportunity for my clients to benefit from the firm’s leadership and resources as they pursue their personal financial and investment management goals. I'm a graduate of Wesleyan University, where I earned a B.A. in Economics and an M.A. in Liberal Studies with a focus on Social Sciences. I was a two-sport college leader, elected captain in both varsity football and baseball, and I currently serve on the Wesleyan Athletic Advisory Council. I also hold an M.B.A. in Strategy and Leadership from Rutgers University and FINRA Series 7 and 66 securities licenses. I am committed to my community, as evidenced by serving as a mentor to early career and established professionals. I continue to engage with the charitable organizations where I have worked and, with my wife, support initiatives around education, athletics, the medical field, and causes in our community. Born and raised in New Jersey, my wife, Emily, is a nurse practitioner. We live in Millington with our two children, Siena and Joey. In my free time, I enjoy spending time with my family and friends, reading, fitness, traveling, podcasts, cheering for the New York Giants, Yankees, Knicks, and Rutgers, and spending time at the Jersey Shore.