How I Deliver Impact
It is important to understand the candidate’s impact in the overall financial ecosystem. By focusing on both the investment banking and CFO communities, I am able to go the extra step to source these two communities, given the strong linkage between them in their day-to-day activities. Beyond my own reach, I often lean on our Board Recruiting and Advisory Practices to source public directors as to the impact outsiders have on their respective company and board. These sourcing mechanisms often lead us to the “right” candidates much more efficiently and effectively, ultimately allowing our clients to discover which candidates best suit their current needs.
Expertise I Bring to the Firm’s Clients
I have been in executive search for over 13 years and have completed more than 200 searches. Before RSR Partners, I was an executive director in both the Financial Services Practice and the Financial Officers Practice at Russell Reynolds Associates in New York.
My focus is primarily on senior-level investment banking roles across all sectors and product areas, as well as CFOs for entities on an industry agnostic basis. Recent projects have included a global chairman of M&A, investment banking group head, and other senior leaders and investment company board directors. I have also led searches for CFOs of public, private, and not-for-profit entities.
Before I started my search career, I was in statistical research with the Federal Reserve Bank of New York, a junior investment banker and private banker with J.P. Morgan Chase & Co., and an institutional equity salesperson with Lehman Brothers.
I graduated from Lafayette College and have an MBA from New York University’s Stern School of Business.
Life Outside of RSR Partners
My wife, three children, and I live in Southport, Connecticut where I am involved in several community organizations: chairman of the Southport Conservancy, secretary of the Board of Trustees for the Pequot Library, and former board member of the Trinity Parish Nursery School. I am also an Advisory Board member of LogicSource, a Bain Capital portfolio company, as well as chairman of a scholarship fund at the William Penn Charter School in Philadelphia, Pennsylvania. Beyond this, I enjoy golf, squash, tennis, walking my English Cream Golden Retriever, and, most importantly, spending time with my family, especially watching my children play various organized sports.