My Story

I’m the Founder and Managing Partner of RGA Investment Advisors LLC, an independent, fee-only Registered Investment Advisor (RIA) and GIPS®-Verified Asset Manager.

Our mission is simple: put clients first. (Verification letters available at www.rgaia.com.)

At RGA, we build client portfolios with a long-term, low-turnover strategy—focusing on fundamentally attractive securities to drive superior risk-adjusted returns.

I also lead Soundview Private Wealth LLC, our multifamily office, providing comprehensive wealth management, strategic planning, legacy planning, and family wealth orchestration for ultra-high-net-worth individuals and families.

Through the Soundview family of funds, we manage a range of private investment vehicles—offering accredited investors access to high-potential, often off-market opportunities.

Prior to founding these ventures, I worked in M&A at General Atlantic LLC and Berkery, Noyes & Co.

At GA, I sourced deals, structured transactions, and worked hands-on with portfolio companies. At BNC, I focused on strategic M&A for global information providers, assisting with valuations and cross-border deals.

I hold CPA licenses in New York and Washington, D.C., and carry the PFS (Personal Financial Specialist), CFF (Certified in Financial Forensics), and CGMA (Chartered Global Management Accountant) designations—each offering a different lens to analyze and optimize complex financial situations.

I’ve co-founded and invested in multiple healthcare and technology ventures, including a SaaS platform for tissue bank data management and an umbilical cord blood bank.

I also founded and sold an accounting and tax advisory practice in 2012.

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