“The only mistake in life is the lesson not learned.” -Albert Einstein
As the Director of Investment Operations, many of my duties happen “behind the scenes.” I oversee all aspects of investment advisory and brokerage operations for Beauport Financial Services. My responsibilities include client onboarding, maintenance of existing accounts/investments, and the management of money movements for investments and clients.
I joined Beauport Financial Services in 2008 and bring over 17 years of investment experience to the firm. I currently hold Series 7, 6, and 63 registrations with FINRA and Massachusetts Insurance Licenses for Life, Accident and Health.
Community Focus
- Cape Ann Youth Hockey, Board of Advisors
Away From the Office
I am an active member of the North Shore community where I live with my wife and two children.