Boston, Massachusetts, United States
I am a portfolio manager and wealth management executive with more than 25 years of experience managing equity portfolios and leading investment teams serving high-net-worth families, foundations, endowments, and institutions. My core focus is equity portfolio management, investment strategy and business leadership. I have specialized in large cap growth, mid cap growth, and dividend growth portfolios, built through disciplined fundamental research, thoughtful portfolio construction, and a long-term approach to risk management and capital appreciation. Over my career I have combined institutional investment discipline with business leadership, consistently delivering both investment stewardship and measurable growth. Highlights include: • Leading teams responsible for $3B+ in client assets • Driving 20%+ annual AUM growth, scaling assets from $275M to $1.2B • Helping lead a regional wealth team that achieved 156% of annual growth targets, generating $597M in new assets and $4.3M in new fee revenue • Serving on an Investment Committee overseeing $9.6B in assets under management I have also built and led investment teams, launched equity strategies, distributed portfolios nationally on the Envestnet platform, and successfully positioned firms for acquisition. At my core, I am passionate about markets, portfolio management, and helping clients grow and protect long-term capital. I believe strong investment outcomes come from a combination of rigorous research, disciplined portfolio construction, and a culture of accountability and excellence.
Advisor and portfolio manager to high net worth individuals, families and small institutions. Working closely with the business community and centers of influence to develop relationships and help clients meet their financial goals.
Responsible for managing Wilmington Trust’s Massachusetts region, including all administrative and business development functions for personal trust, investment management, and private banking.
Responsible for the day to day management of all facets of wealth management. Member of the investment team and portfolio manager to the Argent Global Growth Equity portfolios.
Chief executive and chief market strategist with full responsibility for the organization including all investment strategy and oversight. From 2008 to 2017, I led 15%+ annual growth in AUM/AUA while expanding our client base nationally. Conceived and founded Braver Capital Management as an asset management division of Braver Wealth Management in 2012 to serve the investment management needs of external advisors nationally. Marketed and sold the business to an RIA firm in February of 2017.
Led the Private Client Group and was a Senior Portfolio Manager at Lee Munder Capital Group in Boston, MA. I had the vision and entrepreneurial spirit to design, research and bring to market the Global Multi-Cap Investment strategy bringing all investments strategies around the firm together in an optimized manner into one comprehensive global portfolio.