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.
Principal | Head of Research & Trading
Trust Services Director
Director of Private Market Investments
Manager of Wealth Planning
Market commentary and investment perspectives
War, Private Credit Worries and AI Anxiety Weigh on Stocks
Market volatility spiked in the first quarter of 2026. A surge in geopolitical tensions, growing concerns about potential stress in private credit markets, and fears that artificial intelligence (AI) may disrupt certain industries combined to push the S&P 500 moderately lower to start the year.
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Required Minimum Distributions: A Guide to RMDs
Required Minimum Distributions (RMDs) are the minimum amounts the IRS requires you to withdraw each year from retirement accounts such as IRAs, 401(k)s, or similar plans once you reach a certain age.
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Stocks Extend the Bull Market Run in 2025
The S&P 500 opened the fourth quarter by reaching a new all-time high in early October. However, market volatility increased later in the month amid renewed trade tensions between the United States and China.
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