What is your professional background?
Prior to Congress Wealth, I was Director of Sports and Entertainment at Boston Private. Previously, I was a partner at Filigree Advisors. I am also Chairman of the Board for Diabetomics and President of the Chris Dudley Foundation. I was Treasurer in the NBA Players Association.
What guides your financial principles?
Risk and reward are related – you need the maximum reward for the appropriate level of risk to achieve your goals.
With regards to finances, what do you feel like is good advice to live by?
Money is a tool to achieve your lifetime goals. To do that, you must understand your needs and develop a long term plan to maximize your reward for the appropriate amount of risk.
What brings you the most satisfaction professionally?
Helping clients use their investments to achieve their life goals.
What is the best advice you’ve ever received?
If you take the time to develop a financial plan, you will be able to develop a portfolio to achieve the goals that are important to you and your family.
When and where are you happiest?
On the ocean paddle boarding or on the mountain skiing. I also enjoy shooting baskets with our kids.
Do you have a favorite quote?
“A life is not important except in the impact it has on other lives.” – Jackie Robinson
How do you spend your free time (hobbies, interests)?
Coaching basketball, paddle boarding, biking and hanging out with my family.