As the Chief Investment Officer at Meridian Wealth Partners, I am responsible for managing investment portfolios for our individual and retirement plan clients. My expertise in portfolio management, trading, investment strategy, and investment research allows me to develop customized strategies tailored to each client's goals and risk profile. With nearly a decade in the financial services industry, I bring experience from my previous roles at Morgan Stanley, JPMorgan Chase, and SEI Investments.
Holding both Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®) designations, I offer a unique skill set that helps me transform complex investment data into actionable advice for our clients. I graduated from Penn State University with a Bachelor’s Degree in Finance and was actively involved in the Penn State Investment Association. My passion for educating others on financial topics began during my time as a Finance and Economics tutor. I earned my CFA charter in 2019 and my CFP certification in 2021, alongside obtaining the Series 65 securities license.
I enjoy staying updated on market trends and how current events impact various sectors and asset classes. By following as many top economists, strategists, and market commentators as I can find, I strive to offer our clients the best possible investment portfolios. I am also an active member of the CFA Society of Philadelphia and the Financial Planning Association of Philadelphia.
Originally from Chester Springs, I now reside in Lansdale with my wife, Alexa, and our son, Scotty. In my free time, I enjoy watching all things Philadelphia sports, cooking for friends and family, golfing, and spending time with my family.