Principal | Wealth Advisor
Parallel Advisors, LLC
Aug 2020 - Present | San Francisco
Three Bridge Wealth Advisors
Aug 2009 - Aug 2020 | Portola Valley, CA
Boston College
1987 - 1991
The University of Chicago Booth School of Business
2010 - 2010
Wealth should bring opportunity, not a mounting to-do list. We provide the strategic foundation and expertise necessary to simplify complex wealth management for families. Our process integrates trust and estate planning, tax strategy, and risk mitigation to create a clear roadmap that informs every investment decision. We don’t just design the infrastructure; we handle the disciplined execution and long-term oversight required to see your family’s vision come to life.
Navigate joint financial decisions, tax strategies and legacy planning together.
Coordinate wealth strategies across generations for lasting family prosperity.
Sophisticated wealth strategies for C-level executives and their families.
From startup equity to exit planning - guidance through every growth stage.
Preserve and grow family wealth across generations with thoughtful stewardship.
Sophisticated strategies for alternative investment professionals.
Strategic planning for asset management industry professionals.
Specialized expertise where I deliver the greatest value
Proactive tax planning integrated with your investment and financial decisions.
Comprehensive tax planning and preparation services.
Thoughtful estate planning to protect your legacy and provide for future generations.
Comprehensive insurance and risk mitigation strategies.
Navigate international tax and wealth planning complexities.
Trust Services Director
Director of Private Market Investments
Manager of Wealth Planning
Market commentary and investment perspectives
Earnings Growth and a Strong Economy Power Stocks Higher in Q3
Markets were volatile again in Q3, but stocks still advanced as robust corporate earnings and a resilient economy carried the S&P 500 to new all-time highs despite a rebound in oil prices and a sharp rise in Treasury yields.
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Equity Compensation: A Simple Guide to ISOs, NSOs, and RSUs
Common types of equity compensation include Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), and Restricted Stock Units (RSUs). Each works differently and has its own tax rules, but they all give you an opportunity to build wealth if the company performs well.
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Earnings Growth, A U.S./Iran Ceasefire and a Strong Economy Send Stocks to New Highs
Markets staged an impressive rebound in Q2, as strong corporate earnings and rising hopes for a U.S./Iran ceasefire pushed the S&P 500 to new all-time highs.
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