I lead GC Wealth, a next-generation wealth management platform built for transformational individuals, families, and organizations, and a critical component of GC’s endeavor to go Beyond Venture. At GC, I focus on financial services industry transformation while leveraging GC’s scope to bring innovation and creativity to GC Wealth’s client experience.

I joined GC in 2023, following 7 years at First Republic and 17 years at Merrill Lynch, where I held a variety of senior leadership positions. At First Republic, I was responsible for growing the Private Wealth Management business from $60 to $290 billion in assets and was involved in hiring 180 Wealth Managers across the country.

I graduated from the University of Vermont and completed The Wharton School’s Executive Development Program at the University of Pennsylvania in 2018. Alongside my work at GC, I dedicate considerable time to both the Make-A-Wish Foundation in the Bay Area and the Seal Future Foundation, where I mentor Navy SEAL Team members transitioning from military to civilian life. When I’m not at GC, you can find me alongside my wife Ashley and our dog Lou, canvassing one of the many beaches at the west end of San Francisco.