Chief Executive Officer

I’ve been on the path to co-founding Curated Wealth Partners since my father began taking me to his first store in Brooklyn, a newsstand, at the age of 5. Working in his stores is where I got my start learning, and loving, to help people. Ultimately, that is the core of our business.

I started in the wealth management business thirteen years ago. Prior to that, I spent over a decade working in finance. During that time I worked in the international equity markets, helped launch companies in investment banking, institutional equity research, venture capital and asset management, and completed my MBA.

The diverse skills I acquired over those years have been important. However, it is my enthusiasm for learning from, and relating to, my clients that has earned their trust. Clients know that I am genuinely interested in their well-being, and that of their families.

They know that I will listen more than I talk, ask good questions, and that I will work hard to help them succeed in the next phase of life. That could involve selling their company, buying a new business, establishing a charitable foundation, or readying their children and grandchildren to receive the substantial wealth they’ve built. Over the years, I’ve helped clients with all of these issues, and more.

I’m excited and grateful to be on this next leg of the journey, one that started when I could barely reach the countertop at that newsstand. Of course, I couldn’t do it without the help of my wife, Andrea, who inspires me to stay grounded and focused on what is truly meaningful in life. We live in Manhattan Beach with our two children and two dogs, and if we aren’t running or biking around the neighborhood, we’re thinking about the next ski season.


I am a co-founder of Curated Wealth Partners. I believe my previous 16 years in the industry, across multiple disciplines, were an ideal foundation for the work I do with our partner families today.

My attention to detail, good listening skills and great empathy are appreciated by our clients. I believe my ability to connect and maintain strong relationships with people helps foster opportunities and mutually beneficial connections for our firm and its partners.

Participation on highly competitive sports teams throughout my life taught me many lessons and helped hone skills that I continue to employ in my day to day work and interactions.

I am happily married to my amazing husband Janne, and we live in Manhattan Beach. Together we founded a non-profit called NextStep, which I’d love to tell you more about! Away from the office I dote on our two dogs, Papi & Bean, enjoy mountain vacations – summer and winter, and speak with at least one of my five siblings daily.

Chief Investment Officer

Co-founding Curated Wealth Partners is the most exciting thing I have done in my 20+ year career. The opportunity to continue to employ my broad investment experience with our partner families is a clear and natural progression in our professional relationship.

I began my career as an equity trader, securities analyst and portfolio manager and I rely on my experience investing through many market cycles, including the dot-com bubble and financial crisis. My clients have most consistently complimented the way I help them navigate investing by marrying their risk appetite and investment style with my views on opportunities in the marketplace. By leveraging ten years of buy-side experience, with an additional ten years of advising wealthy families, I work hard to create a client experience driven by transparency, objectivity, integrity.

I am a southern California native and have lived in the South Bay beach community for over 15 years. Most often I can be found outdoors enjoying running, cycling, ocean swimming and hiking. Any time the chance presents itself I love to grab my passport for international travel…as long as I can find a volunteer to watch my 3 year old English Bulldog Otis.

Senior Manager – Family Office Services

I began my career in Business Management 12+ years ago. In that time, I have managed clients at the beginning of a career and assisted clients in their preparation and relaxation into retirement. I have watched families grow and have executed estate plans. In all these moments I have brought an equal amount of dedication and support to my clients. I am satisfied when I can ease the burden of life’s many changes and help my clients to prepare for and make the best decisions for themselves and their families.

I am recently engaged and a homeowner in the South Bay. As a Minnesota transplant I enjoy being outdoors and soaking up the Southern California sun often hiking with my Great Dane Greta.