My top priority is to provide my clients with sound advice beyond investments, striving to address all facets of their financial lives. I devoted the first years of my professional life to building a thorough fundamental understanding of the financial markets through my roles working in stock research with institutional investors. Early in my career I made a choice to apply that knowledge to help guide the lives of individuals and their families, which has proven to be extraordinarily gratifying.
I was born in Baltimore City and was raised in the town of Bel Air, which was a great place to grow up. I attended John Carroll High School where I was a varsity athlete in soccer, basketball and lacrosse. I was named the scholar-athlete of my graduating class and was inducted in the athletic hall of fame in 1996. Eager to pursue a business degree and continue my soccer career, I attended Hartwick College in Upstate New York. I graduated with a degree in both business management and international relations, and also reached the Division 1 Final Four twice as part of the Hartwick Soccer team. I was also an active member of my fraternity, where I took on the role of treasurer, which you could say was my first job in finance. I continued my studies at the University of Notre Dame earning a Masters of Business Administration degree with a concentration in finance. While at Notre Dame I was a graduate assistant coach of both the men’s and women’s soccer teams. I was also inducted into Beta Gamma Sigma, which is a financial academic honor society that recognizes those students who finished in the top 5% of their class. At the induction ceremony I was fortunate to hear from Lou Holtz as the guest speaker, who was the Notre Dame football head coach at the time and had led that team to their last national championship the year before.
In 1990 I began my financial career at Legg Mason in Baltimore and have spent time at both national and regional firms since that time.
Most recently, I am thrilled to have founded my own advisory practice, Accompany Wealth Partners, with my long-time partner, Kate DeHart, and the support of Raymond James. I started this venture to create a practice of my own, singularly focused on providing my clients with a full suite of financial strategies of my choosing, rather than a firm where those choices are made for me. It represents a culmination of my over 30 years of past industry experience and I am excited to see it grow.
It continues to give me great satisfaction helping my clients pursue their financial problems with creative, individualized strategies born from my years of education and experience. I consider myself an “outside-of-the-box” thinker when it comes to the financial markets, which I approach with a healthy dose of skepticism and common sense, both of which I feel are often lacking. Over the years, I have also broadened my experience to include numerous types of financial planning, and consider myself something of a financial engineer when it comes to analyzing problems and creating strategies. This personalized approach is a direct reflection of my desire to help others pursue the life they envision for themselves and their families. I consider it a privilege to help those who choose to work with me and my team.
On the personal side, I am a lifelong resident of the Baltimore area, and am proud to continue to call it home. Outside the office, I enjoy spending time with friends and family. I am an avid golfer, a lover of skiing and, most recently, a high school sports official. I am a huge Baltimore sports fan. Most important, I am the father of two wonderful adult children, Nicholas and Alexandra. I consider being their dad my life’s greatest joy.
