“I enjoy spending time with my wife and daughter as well as our two dogs and three horses. I am an avid back-country skier, golfer and tennis player. My volunteering includes teaching finance to middle schoolers and sitting on the finance committees for the Concord VNA and the Capital Center for the Arts.”


Partner, Portfolio Manager

I have been providing high quality management for high net worth individuals and institutional clients for over twenty years. My experience in wealth management began in 1998 while working with Merrill Lynch in New York and Banc of America Securities (formerly Montgomery Securities, San Francisco). In 1999, I joined Granite’s research team as a thoughtful wealth manager and in 2009 became Partner. I see myself as an integral part of the research team, serving as the manager for the Global Asset Allocation strategy as well as the Balanced Portfolio strategy. As an analyst, I’m responsible for the research and recommendations in the dynamic technology sector.

In addition to my role on the research side, I’m also responsible for leading the firm’s Wealth Management Team delivering thoughtful asset allocation solutions and financial planning strategies to high net worth families and business owners.

Often, I’m asked to comment on company earnings announcements and developments on television for The Nightly Business Review, CNBC and Fox Business News.

Community Involvement:

Graduate of Leadership New Hampshire and Leadership Greater Concord
Concord Regional VNA, Trustee, Investment Committee Chair and Finance Committee Participant
Capital Center for the Arts, Trustee
The Beech Hill School, Board of Trustees
New Hampshire Retirement System, Board of Trustees, Independent Investment Committee


St. Lawrence University, Bachelors of Arts


Back-country Skiing

P: 603.410.6130


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