As a Portfolio Manager at ARS Investment Partners, I am deeply motivated by the opportunity to help individuals, families, and institutions navigate the complexities of investing. I believe that the greatest value I can provide for my clients is serving as their trusted partner, guiding them through the intricacies of the financial landscape and helping them achieve their investment goals. With over 17 years of experience in the financial services industry, I have had the privilege of working at some of the most respected firms, including Morgan Stanley, Telsey Advisory Group, and Citi Global Markets. Before beginning my career, I attended Pepperdine University, where I developed a strong foundation in finance and investment principles.
In my role, I most enjoy a combination of helping others invest, observing market trends, and allocating capital when the opportunity arises. There is nothing more rewarding than seeing my clients succeed and knowing that I have played a part in their financial well-being.
I currently live in my hometown of New Canaan, Connecticut, with my wonderful wife, Jennison, and our two children, Charlie and Vivienne. In my free time, I enjoy playing golf, playing squash, and chasing the kids around. These activities help me maintain a healthy work-life balance and keep me grounded.