“If you want to lift yourself up, lift up someone else..”
—Booker T. Washington
I joined the Beauport Team in November of 2022 bringing over 15 years of industry knowledge, experience, and best practice from an investment management company in Boston.
As Director of Operations, I play a crucial role in overseeing the firm’s operational framework and driving strategic initiatives to enhance efficiency and client satisfaction. As a team, we continue to work on streamlining processes and implementing innovative solutions that will significantly improve operational workflows and contribute to our overall client experience. Alongside with the Managing Partners and Investment Committee, I work to implement the firm’s investment strategies. In addition, I work closely with all members of the Investment Operations Team and Beauport Advisors to ensure the accuracy of our Client Review Process and timely execution of client requests.
Education
Endicott College, BS Business Administration, Concentration in Finance
Away From the Office
My wife, Kara and I live in Beverly with our two daughters Adlee and Haiden. In our free time, we enjoy outdoor activities and participating in sports, which helps maintain a balanced and energetic approach to both my professional and personal life.
