Bio

Has been active in the insurance industry Mergers & Acquisitions for twenty years, having advised on hundreds of transactions over that time. He leads Mystic’s National Middle Market Practice which focuses on Managing General Agents and Underwriters, Program Administrators, Wholesalers, and Specialty Brokerage operations. He is the Chief Operating Officer and a registered representative of Mystic Capital Markets Group, LLC as a General Securities Principal (Series 24), General Securities Representative (Series 63), and Limited Representative – Investment Banking (Series 79). He is a Director in Mystic’s London-based subsidiary, Mystic Capital Advisors Limited. Prior to Mystic Capital, he was an analyst at Merrill Lynch. He has a BS in Economics from Syracuse University and an MBA from Columbia Business School in New York City.