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Partner
Director of Investment Operations/Trading

The only mistake in life is the lesson not learned.” -Albert Einstein

As the Director of Investment Operations/Trading at Beauport financial Services, I am responsible for our portfolio management, ensuring the efficient and accurate processing of investment transactions, and the implementation of operational strategies across the firm.

I joined Beauport Financial Services in 2008 and have over 20 years of experience in the industry. I currently hold his FINRA series 6, 7, and 63 registrations.

Away From the Office

I am an active member in the north share community where I live with my wife and two children.

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