As CEO of GC Wealth, I lead the company’s wealth platform built for transformational individuals, families, and organizations.  GC Wealth oversees the investment and research activities to be introduced for the benefit of our wealth management clients and other members of the GC community.

I joined GC in 2025 following 18 years leading First Republic Private Wealth Management, one of the nation’s largest wealth management businesses.  Before that, I was a Managing Director at Deutsche Bank, where I led the firm’s technology mergers & acquisition practice, a role I previously held at Lehman Brothers.

I began my professional career at Goldman Sachs, where I was a member of both the Corporate Finance and Mergers & Acquisitions departments.  Subsequently, I served as Head of West Coast Mergers & Acquisitions at Credit Suisse.

I graduated with a B.A. degree from Duke University and then a J.D. degree from the Columbia University School of Law.  I also served as a clerk for Judge Carolyn Dineen Randall of the U.S. Court of Appeals for the Fifth Circuit.