Gary joined the firm in 2015 and is based in our Philadelphia, PA, area office. He brings over 25 years of investment experience to the firm. Most of his career has been spent working with successful families and related institutions to achieve their financial objectives. Areas of focus include ongoing strategic planning and investment implementation integrated within the income and estate tax environment.

Previous Experience

  • Managing Director at Highline Wealth Management
  • Regional Director at Convergent (formerly Lydian Wealth Advisors)
  • Co-Founder and Managing Partner at Hillview Capital Advisors
  • Principal at CMS Companies
  • Associate at Ryan Beck & Company

Education & Credentials

  • BS, Elon University, Business and Finance
  • Series 65 license