My

Background

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                                 I've spent the past 15 years in financial services. I was a co-                                             founder and Chief Revenue Officer of Succession Link, the                                           largest digital community connecting financial advisors and                                       RIA’s who are interested in buying, selling or merging their                                           practices. There, I was tasked with uncovering new business and revenue verticals, sales, marketing, and partner strategy for the overall revenue growth of the firm. Succession Link surpassed 44,000 users before being acquired in 2018 by Chalice Financial Technology.

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After SuccessionLink, I spent 18 months as CMO/CRO at factorE, a financial technology startup that provides a platform for risk analytics and proposal generation to Financial Advisors, Asset Managers, and other financial professionals . I helped implement the go to market strategy, digital marketing, conversion strategy and KPI metrics, and increased growth 10x before being sold to iCapital Network.  

I was co-founder and managing partner of StarPoint Consulting, a recruiting and consulting firm that transitioned over $6 billion in assets under management. Early in my career I held marketing and sales positions with Goldman Sachs & Co, Absolute Capital Management, and First Allied Securities. My current projects, Wimple.com and Clientwell.com are detailed below. 

I'm grew up in Western NY (Rochester), went to college in Boston and graduated from Northeastern University with a B.S. Finance / B.S. Management Information Systems. I was fortunate during college to have spent 6 months living and working in London, UK at a research firm named Vickers Equity Research. When not working on business ventures, I enjoy traveling with my wife, golfing, skiing, outdoor activities and spending time with our families, friends, and most of all our dog, Oliver.