Experienced CPA with a strong foundation in public accounting, currently at a Big 4 firm where he’s spent the last three years working extensively with complex partnerships and ultra-high-net-worth family groups. Prior to this, he spent six years at another top national firm, gaining broad exposure to trusts, individuals, and multi-entity structures. His industry experience spans private equity, real estate, professional sports, energy, and manufacturing. He’s known for managing large, intricate client portfolios and is now exploring opportunities at smaller, high-quality firms where he can continue to grow.
