“My path to RWM began early in my career when a colleague recommended I subscribe to a podcast called Animal Spirits. Needless to say, I was hooked! Over the years I became an avid consumer of RWM’s content, and moreover, I gained a deep respect for the principles and culture that make RWM so unique. I met Jay and Michael by chance at a conference in 2023, and we kept in touch. Even from afar, RWM felt different. The team is highly aligned, collaborative, and focused on the long term to give clients the best experience possible. Not to mention the commitment to building the largest independent RIA in the country, with no outside investors, accountable to only our clients and to one another. When I decided it was time for a change, there was only one call I wanted to make, and now I’m thrilled to be a part of the team!”
“Definitely the culture. There is an infectious level of enthusiasm and teamwork here. Everyone is welcoming, and you can immediately tell that people take pride in their work and in providing an outstanding client experience.”
“When I’m not working, I spend as much time as possible with my wife Caitlin, our twin daughters, and our dog Maisie. We love traveling the world and creating new experiences together as a family. I’m an avid drummer and my wife and I are trying to run a half-marathon in every state! Having been born and raised in the UK, I’m involved with the BritishAmerican Business Network, fostering business between the US and UK, as well as CIPUSA and a couple of other local organizations.”

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