My background is rooted in private wealth management. I’ve led my own independent advisory firm and have also held senior roles at institutions like Fidelity and Charles Schwab, managing over $8 billion in assets and consulting with more than 1,000 HNW and UHNW families, primarily in New York City.I…
My background is rooted in private wealth management. I’ve led my own independent advisory firm and have also held senior roles at institutions like Fidelity and Charles Schwab, managing over $8 billion in assets and consulting with more than 1,000 HNW and UHNW families, primarily in New York City.
I’m now leveraging that experience to acquire a recession-resilient, service-based business as the foundation of a federal contracting platform. My focus is on operating strategically, efficiently, and with long-term continuity in mind — not flipping or stripping businesses for cash flow.
I’ve advised and supported multiple startups, with experience on both the winning and losing side of the table. My family also owns several construction-related businesses, including architecture, framing, exteriors, and GC operations, which gives me a hands-on understanding of blue-collar industries and operational dynamics.
I don’t come from a silver spoon background. I’m building one — through disciplined execution, respect for legacy, and a focus on generational wealth
I’m primarily seeking businesses with teams in place, strong operational foundations, and opportunities to grow via federal certifications (8a, DBE, HUBZone, etc.).
My goal is to honor the legacy of the founder while bringing modern structure, capital, and strategic expansion into government contracting.
Team (1)
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