Title

Head of North American Consulting Team

Position Description

Responsible for leading the North American consulting operations, managing a team and overseeing client engagements in the wealth technology sector.

Accomplishment Notes

Successfully ran the North American consulting team, demonstrating strong leadership and operational management in a key industry player.

Title

Founder (building RIA Ascent)

Position Description

Leading the development of RIA Ascent, an intelligence and matching platform designed to connect advisory firms with suitable vendors, partners, and acquirers within the RIA ecosystem.

Accomplishment Notes

Initiated and is actively building RIA Ascent, a platform poised to enhance business performance clarity for advisors and precision access for vendors and investors in the RIA ecosystem.

Title

Earlier Role

Position Description

Held an earlier, unspecified role within the investment management firm GAMCO, contributing to its operations and objectives.

Accomplishment Notes

Gained foundational experience in investment management, contributing to portfolio strategies and client relations.

Title

Co-host

Position Description

Co-hosts a podcast focused on exploring the applications and implications of AI for financial advisors, contributing to thought leadership in the industry.

Accomplishment Notes

Successfully launched and hosts a podcast, establishing a platform for discussing cutting-edge topics in wealth management technology.

Title

Founder

Position Description

Leads a firm dedicated to helping RIAs, wealthtechs, and breakaway advisors implement AI and select appropriate technology solutions. Offers vendor-agnostic, operator-led guidance including fractional CTO services.

Accomplishment Notes

Founded a company providing critical technology and AI strategy to the wealth management sector, establishing a unique service offering for fractional CTO services.

Title

Earlier Role

Position Description

Held an earlier, unspecified role at AST Trust Company, which later became part of Broadridge, gaining experience in trust services or related financial operations.

Accomplishment Notes

Acquired valuable experience in trust services and financial operations within the broader financial sector.

Title

Advisory Board Member

Position Description

Serves on numerous advisory boards for RIA aggregators, wealthtechs, and personal finance companies, providing strategic guidance and expertise.

Accomplishment Notes

Contributes strategic insights and industry expertise to multiple organizations across the wealth management and personal finance sectors, influencing their direction and growth.

Title

Product Creator

Position Description

Project Managers spend most of their time managing the applications that are supposed to help them, instead of managing the project. I built Groundskeeper to eliminate this issue...first for my firm...then for firms like ours. Groundskeeper is a project management platform built for advisory work — the consultants, fractional executives, and services firms who run client engagements with or without a dedicated PM. At its core is Willie is an AI project manager that reads the meetings, threads, and documents you hand her, drafts the plan, surfaces what changed, and prepares the updates your client sees through a built-in portal. You make the calls; Willie handles the synthesis and admin that usually falls through the cracks. I built it because the existing tools weren't built for this work. Asana, Monday, and ClickUp charge by the seat and assume an internal team needs to live in their platform, their revenue model depends on it — they punish you for inviting clients and leave the PM to manage data entry in a tool, taking away valuable time for actual doing the work. Groundskeeper does the project management itself, and prices flat per firm so adding the right people is the cheapest path to a healthy project, not the most expensive.

Accomplishment Notes

Designed and built a production multi-tenant SaaS platform with deeply integrated AI — Groundskeeper — after concluding that incumbent PM tools could neither serve the way services firms actually work nor price their product for it. The system ingests unstructured client material (transcripts, emails, decks, signed agreements), synthesizes it into a maintained project record with full source-level traceability, and is in production today with paying-tier-bound design partners. The work demonstrates the ability to take a multi-tenant, AI-native product from problem identification through architecture, build, and live customer use.

Title

Product Creator

Position Description

Project Managers spend most of their time managing the applications that are supposed to help them, instead of managing the project. I built Groundskeeper to eliminate this issue...first for my firm...then for firms like ours. Groundskeeper is a project management platform built for advisory work — the consultants, fractional executives, and services firms who run client engagements with or without a dedicated PM. At its core is Willie is an AI project manager that reads the meetings, threads, and documents you hand her, drafts the plan, surfaces what changed, and prepares the updates your client sees through a built-in portal. You make the calls; Willie handles the synthesis and admin that usually falls through the cracks. I built it because the existing tools weren't built for this work. Asana, Monday, and ClickUp charge by the seat and assume an internal team needs to live in their platform, their revenue model depends on it — they punish you for inviting clients and leave the PM to manage data entry in a tool, taking away valuable time for actual doing the work. Groundskeeper does the project management itself, and prices flat per firm so adding the right people is the cheapest path to a healthy project, not the most expensive.

Accomplishment Notes

Designed and built a production multi-tenant SaaS platform with deeply integrated AI — Groundskeeper — after concluding that incumbent PM tools could neither serve the way services firms actually work nor price their product for it. The system ingests unstructured client material (transcripts, emails, decks, signed agreements), synthesizes it into a maintained project record with full source-level traceability, and is in production today with paying-tier-bound design partners. The work demonstrates the ability to take a multi-tenant, AI-native product from problem identification through architecture, build, and live customer use.