Launched registered investment advisor in September 2018 with CPA partner to provide customized investment planning and portfolio management to high net worth individuals, individuals, families, trusts, businesses, and charitable and other institutions. Previously, Managing Director at start-up investment advisor, Julex Capital Management, developing and marketing dynamic asset allocation ETF Managed Products. Previously, as head of U.S. Portfolio Management for Sun Life Financial for 12 years, actively directed client-focused portfolio management for $37 billion in insurance company investment portfolios to maximize risk-adjusted return. BA Boston College, MBA Boston College, CFA Charterholder earned in 1989.