I joined Ascent in October of 2018 with three years of experience in the financial services industry. Previously, I worked at Ayco, a Goldman Sachs Company, where I assisted high net-worth clients with account service and trading. Prior to Ayco, I worked at Pentegra Retirement Services in White Plains, New York as a Client Transition Analyst working on converting and onboarding new retirement plans to our platform and systems.
I was born and raised in the Capital Region and graduated from Christian Brothers Academy. I earned my Bachelor’s degree in Finance, as well as my MBA in Financial Management from Iona College, where I also played four years of Division I baseball.
Currently, I reside in Saratoga Springs where I enjoy golf, horse racing, and spending time with family and friends.
“Our goal is to equip clients with the knowledge and tools to make educated decisions regarding their financial futures.”
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