- 40+ years providing merger and acquisitions and financing services. Joined Beechwood in March 2019.
- Founded CVF Securities in 1989, a registered broker-dealer (dba Millburn Capital Group), providing buy and sell-side M&A and financing services to middle market companies (sold in 2017).
- Previously a Managing Director in the Media and Telecommunications Investment Banking Group at CIBC Oppenheimer and a VP in the Media Group of Chase Manhattan Bank.
- BA from SUNY Binghamton, MBA from NYU.
- Holds licenses with FINRA: Series 7, Series 79, Series 24 and Series 63.