As the Director of Business Development at ARS Investment Partners, my primary responsibilities include handling all facets of marketing and distribution of our asset management strategies through various intermediaries, including RIAs, B/Ds, banks, TAMPs, endowments, foundations, pensions, and institutional consultants.
With over 33 years of experience in the financial services industry, I have had the opportunity to work at esteemed firms such as Oppenheimer Funds, DWS, and BONY Mellon Dreyfus. My journey in this industry has been both challenging and rewarding, and I am grateful for the continuous learning opportunities it provides. Even after all these years, I find that there is always something new to learn.
I obtained my Bachelor's Degree in Business Management from Temple University, which laid the foundation for my career in finance. I am passionate about helping people, whether that means assisting end clients or supporting advisors in providing solutions to their clients. My goal is to help advisors grow their businesses by offering thought leadership that stands out from the usual content they receive from others. The topics we discuss and write about are the very issues that business owners and C-suite executives worry about for their own businesses.
I was born and raised in Phoenixville, Pennsylvania, and I currently reside in Wayne, Pennsylvania, with my wife, Jennifer. Together, we have three adult sons: Chris, Luke, and Tom. Outside of work, I have been actively involved in my local community, serving on the board of directors for the local school district's ice hockey club for the past nine years. My involvement began when my kids were playing hockey with the club, and I continue to stay involved because I want to see it grow and attract kids to this lifelong sport. In my free time, I love to travel with my family. I also enjoy golfing and cooking, which provide a great balance to my professional life.