Co-Founder & Investment Advisor
I am the co-founder and investment advisor for North River Wealth Advisors. In the nearly 20 years I have worked as an investment consultant, my greatest reward is being a trusted advisor and building lifelong friendships with our clients.
Before starting North River, I led our client portfolio management team within BNY Mellon Wealth Management. Our team worked with hundreds of clients to ensure they had a proper investment strategy in place to give them the best chance of success. My team was responsible for asset allocation, investment manager selection, portfolio monitoring, rebalancing and providing an outlook on markets.
On the education front, I earned my undergraduate degree in Finance and Marketing from the University of Pittsburgh, an MBA from Carnegie Mellon's Tepper School of Business and a certificate in Financial Planning from Boston University.
In the community, I love to work with students and kids to make a positive impact in their life. I am actively involved in the youth ministry at Victory Family Church, serve on the Board of the Pittsburgh Youth Golf Foundation, mentor students at the University of Pittsburgh, and coach my children's youth sports teams.
My wife, Laura, and I have been married for ten years and we have three children: Nora, Simon and Jack. Our family lives just north of downtown Pittsburgh and attends Victory Family Church. And, when I'm not serving our clients or spending time with my family and friends, I'm probably on the golf course (if it's above 50 degrees) or at a Pitt Panthers sporting event.