With over 25 years of experience in the financial services industry, I am a growth-oriented and strategic leader who is passionate about providing capital, resources, and opportunities to independent wealth and asset management firms. As a Managing Partner at Merchant Investment Management, a private partnership that offers non-controlling and collaborative growth capital, I leverage my expertise in investment management, alternative investments, and M&A to help our portfolio companies scale their businesses effectively and create value for their clients. In my current role, I am responsible for sourcing, evaluating, and executing investment opportunities, as well as providing strateg