What is your professional background?
I joined Congress Wealth Management from Boston Private Wealth, where I served as President and previously Chief Operating Officer. I was also Executive Vice President of Fidelity Institutional Wealth Services Group.
What guides your financial principles?
Stay focused on the long term and block out short term noise.
With regards to finances, what do you feel like is good advice to live by?
Something that sounds too good to be true … Probably is.
What brings you the most satisfaction professionally?
Building Businesses and mentoring younger financial service professionals.
What is your favorite quote?
“Live to fight another day. “
What is your favorite movie?
“Hoosiers” because I love the story of the underdog winning “
How do you spend your free time (hobbies, interests)?
Golf, boating and traveling.