Managing Director, Finance

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Private banking professional with almost 30 years of experience in the financial industry. Worked art Lehman Brothers while attending Loyola, moved to Paine Webber after graduating where I met one of my current business partners. Opened a private banking office for Donaldson, Lufkin & Jenrette (DLJ) in 1992. DLJ was sold to Credit Suisse (CS) in 2000. While at CS we built a $3 billion in assets private banking business catering to ultra high net worth individuals and families. After 23 years at DLJ and CS, we left to join Merrill Lynch's Private Banking & Investment Group in October 2015 as CS was exiting the business in the US. Currently a Managing Director at Merrill Lynch PBIG utilizing the full resources that Bank of American Merrill Lynch can offer to assist our clients with their personal investment, business banking and philanthropic needs.