What is your professional background?
Prior to joining Congress Wealth in 2016, I was the Chief Investment Officer for the Flatley Family Office. I have also previously held investment positions at Fidelity Investments, Andover Capital and Wellington Management Co.
What guides your financial principles?
Own quality assets and let them compound.
With regards to finances, what do you feel like is good advice to live by?
Spend little and save a lot.
What brings you the most satisfaction professionally?
Helping clients achieve their goals.
What is the best advice you’ve ever received?
Listen a lot, say little.
What is your favorite movie / book / album / TV show and why?
What is your signature dish?
Chicken schnitzel, double egg.
How do you spend your free time (hobbies, interests)?
Practicing golf – a never-ending struggle.