Born and raised in New England, his style combines real-world experience with
fundamental economic analysis and in-depth financial modeling utilizing quantitative
techniques and Monte Carlo simulations. He holds a bachelors degree in economics from University of Massachusetts and a masters degree in finance from Bentley University. His work experience in wealth management and lecturing has given him an ability to put financial matters into simple terms and to present a clear message to any audience. His desire is to help micro-to moderate-sized companies raise the capital needed to expand at a rate commensurate with the desires of the company. He does this by developing financial statements and creating models and projections that present the company in the best possible light, while allowing individuals and the company to focus on their passion, their business and their products.
