Don't try to time the market and chase returns. Active management and higher fees lead to a drag on performance and tax inefficiency. I enjoy teaching investors about the advantages and value of long-term, low-turnover investment, at the lowest possible cost.
Originally from Hingham, Massachusetts, I attended Western Connecticut State University, where I graduated from the Ancell School of Business.
After college I moved to New York City. I held various positions at different financial institutions in the city before landing at Weiss, Peck & Greer as the head of fixed income trading. During this time I was also a portfolio manager on the municipal desk.
In 2007, I moved to Vermont and joined Dwight Asset Management as a portfolio manager, leading the municipal sector. I left Dwight after it was purchased by Goldman Sachs, and returned to Connecticut to pursue a graduate degree. I received my Master's in Public Policy from Trinity College in Hartford, Connecticut.
I was introduced to Dan Cunningham and One Day In July by my former Dwight Colleagues, and new business partners, Josh Kruk and Frank Koster. I split my time between our office in Shelburne, Vermont and Darien, Connecticut. I am available for meetings in person at either location, or virtually.
I served with the US Army's 10th Mountain Division, based at Fort Benning, Georgia. From time to time, I enjoy a game of chess, and long, meandering conversations about liberty with friends.
Connecticut State University
Where I Live Now
Darien CT, Shelburne VT
Shelburne, VT 05482
Burlington, VT 05401