Chief Operating Officer | RIAs & Wealth Management

COO who led a $1.5B wealth management platform through PE acquisition, integration, and full earnout execution at above-target valuation. 98% client retention, 100% earnout achievement. 25 years in financial services with direct P&L accountability across RIA operations, advisor oversight, and transaction execution.

Recruited as the first external executive at the acquired firm to reposition a founder-led RIA for sale: operational reset, talent restructuring, advisor model redesign, investment governance overhaul, and transaction execution from identification through close.

Background spans RIA leadership, PE-backed platform operations, banking, and management consulting (Accenture/Morgan Stanley, SunTrust/Truist). Direct oversight of advisors, P&L, custodial relationships, and client experience through every phase of the deal lifecycle — pre-sale readiness, diligence, integration, and stabilization.

CFP® | MBA, University of Florida | AI Strategy, Cornell University

Outside of work: stoic philosophy reader, bourbon and barbecue enthusiast, Pokémon rival to our sons, and multilingual by obsession.