Expertise

Client relationship manager for Midwest Advisors’ Trust Investment Solutions

Experience

Joined FCI Advisors in 2013 as head of portfolio implementation after four years in J.P. Morgan’s Alternative Investment Services group where he managed the operations of institutional clients and pension funds. In 2025 he was part of the sizable team which transitioned to Midwest Advisors, the investment division of Midwest Trust.

Previous experience includes operations in the hedge fund and private equity space

Education

BS in Finance, University of Connecticut