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I’m a Co-Founder and Managing Partner of Third View Private Wealth.
I work closely with entrepreneurs, executives, and multigenerational families as they navigate complex financial decisions across investments, tax strategy, estate planning, and long-term wealth preservation.
At the same time, I’m focused on building Third View into a premier independent RIA. As of March 30, 2026, we manage around $1.3 billion for over 300 families.
My role sits at the intersection of advising and building. Helping clients make better decisions while creating a firm designed to deliver that level of advice at scale, with consistency, discipline, and long-term alignment.
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