I am the co-founder of Concentus Wealth Advisors and currently serve as the firm’s Chief Executive Officer (CEO).
Growing up the son of a stockbroker, I always had a fascination with Wall Street, and I knew from a young age that I wanted a career in finance. My childhood was strongly influenced by the story of how my dad used his career in finance to help families. He built his career on the foundation of an innovative college planning system he invented, which made a huge impact for people who were facing the daunting challenge of paying to educate their kids. I always remember admiring him so much for finding a way to make a great living while helping people and making a difference in their lives. Concentus is built on the foundation of serving many of those clients still today, and I am proud of the impact we have made on multiple generations of so many families.
After graduating from Amherst in 1991, I took a year to relax as a ski bum in Vail, Colorado, where I had an amazing time working as a ski instructor. After that year flew by, it was time to come back home and enter the “real world.”
After a short stint at a great firm called Rittenhouse Capital Management, my dad called me into his study one Sunday afternoon to talk about my future. He explained to me that he had a vision of expanding his wealth management practice. He wanted to build a team to enhance his technical wealth planning capabilities and deliver a more comprehensive and holistic offering to his clients. And, he wanted me to join him to lead this effort.
I can still remember the feeling of pride and excitement that I was going to get to work with my dad, and in the noble profession of helping people to achieve all of their most important financial life goals. I immediately agreed, resigned from Rittenhouse, and we started our work together to build an exceptional wealth management firm.
Over the next 20 years, we worked hard on our vision, while working for two different Wall Street brokerage firms. While we had a lot of success over those years, I always felt we could do more for our clients. I came to believe that the model for the delivery of financial advice on Wall Street was broken. There were too many conflicts of interest, a lack of transparency, and not enough client-centered advice.
So, in 2014 we left the big bank world to create Concentus Wealth Advisors to change all of that.
Every day since, I have worked hard to build a firm that acts as a true fiduciary for our clients, placing the best interests of the families we serve above everything else. I am dedicated to building a company of amazing and committed people who all share the same vision: to transform the financial services industry to help the people we serve to achieve their financial goals and actualize their most deeply held values.
Along the way, I hope to make a positive impact on the world and on the people around me.
- Certified Financial Planner™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
My Community Involvement
- Acting Without Boundaries (Board Member)
- J. Platt Scholarship (Trustee)
- Philadelphia Chapter of the Salvation Army (Advisory Board Member)
- Committee to Benefit the Children (Board Member)
My Notable Recognitions
- Named one of Main Line Today’s Top Financial Advisors (2012)
- Appeared on CNBC’s Worldwide Exchange, CN8’s Money Matters Today, Fox News’ America’s News HQ
- Published three books:
This book focuses on the challenges and opportunities presented in retirement, with the goal of helping readers to better prepare for and maximize their happiness during these years – and achieve their long-awaited dreams. Read More
Unfortunately, most Americans were never taught financial literacy growing up in school. Instead most of us develop our beliefs about wealth planning from the financial media and popular culture, which often confuse or even misinform us about the key issues. As a result, the process of planning your family’s wealth and designing an effective personal investment plan can seem intimidating and confusing, and so many families put off or neglect the process of creating an effective plan. That’s where this book can help. Read More
Empowered Values discusses how families should build a wealth strategy consistent with their family’s core values. It explores ways to prepare for major financial decisions and creates a needed process for the family to make important multi-generational decisions involving real estate, inheritances, and family businesses.
My Prior Experience
Began my career working on the trading floor for Bear Stearns in New York. Also spent time working for Rittenhouse Capital Management, an asset management firm in Radnor, PA.
Born and raised in Villanova, PA. Married with three children. Currently living in Bryn Mawr, PA.
My Favorite Quotes
“It matters not how slowly you go, it matters only that you do not stop.”
“And in the end, the love you take is equal to the love you make.”
– The Beatles