What is your professional background?
I’ve been with Congress Wealth Management for over eight years, currently overseeing our Family Office Group. Previously, I held positions with SCS Financial (an RIA in Boston servicing ultra-high net worth individuals and families) and State Street Bank.
What guides your financial principles?
Integrity, intelligence, passion and energy for helping individuals and families achieve their goals.
With regards to finances, what do you feel like is good advice to live by?
Time is one of your biggest assets. Allowing investments to compound over a long period gives you the highest probability of success.
What brings you the most satisfaction professionally?
When a family tells us they don’t know what they would do without us. There is nothing more satisfying than knowing we’ve helped make their lives just a little bit easier.
What is the best advice you’ve ever received?
Know your clients better than anyone else.
Do you have a favorite quote?
“Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.” – Steve Jobs
How do you spend your free time (hobbies, interests)?
I love watching my son Theo grow up, reading biographies, spending time outdoors and cheering on all my Boston sports teams.