Position:
Managing Partner, Chief Compliance Officer at Boston Standard Wealth Management, LLC
Work:
Boston Standard Wealth Management, LLC
- Winchester, MA since Jul 2011
-
Managing Partner, Chief Compliance Officer
Ameriprise Financial Services, Inc.
- Winchester May 2007 - Jun 2011
-
Managing Partner
Morgan Stanley Smith Barney
Sep 2005 - Jun 2006
-
Financial Advisor
Ameriprise Financial Services, Inc.
Sep 2003 - Sep 2005
-
Financial Adivosor
Education:
Boston College 1999 - 2003
BS, Philosophy, Economics