After graduating from Princeton University and Harvard Business School (and after a brief stint traveling the world playing professional tennis), I spent 10 years advising high-net-worth clients at Goldman Sachs, Morgan Stanley and Summit Rock, a $10 billion multi-family office founded by the former head of Goldman Sachs Private Wealth Management and a senior leader at Harvard Management Company (manages the $40 billion Harvard University Endowment).
Leveraging my experience working with high-net-worth individuals and harnessing the power of big data, I now lead a team of data scientists that partners with companies to find and attract both high-net-worth clients and senior executives.
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