As an entrepreneur with a financial services career spanning more than 25 years, I launched Crescent Pine Family Office Group in 2022 to capitalize on my vast global work experience, unique family expertise, and to fulfill my professional passion: to provide distinctive wealth management services to successful families and business owners.
I work with a select group of like-minded entrepreneurs, owner-operators of family businesses, and ultra high net worth individuals who share a common appreciation for the most valuable asset in their lives: ”Their Time.”
By offering a highly personalized, fully responsive and comprehensive set of private banking services, we are able to give back time to our families, so that they can focus on spending their time to pursuit of their personal goals and aspirations.
Prior to launching my own firm, I served as a Managing Director and Senior Advisor at Fieldpoint Private Bank & Trust, in Greenwich, Connecticut, where I ran a private multi-family office practice. I had joined Fieldpoint in 2014, following a successful 20-year career in capital markets, which allowed me to bring valuable knowledge and skills to help my clients with investment and risk management, as well as all aspects of capital investing.
I earned a bachelor’s degree in economics at Boston College. Today I hold the Series 7, 55, 63, 65 and NMLS licenses.