I work with RIA & IBD owners, founders, managers, and executives to help them create, distribute and track marketing and communications designed to grow their firms.
I am the owner at Marketing Wiz, a marketing service provider with a team of digital marketers, project managers, graphic designers, and developers. At Marketing Wiz, I work with clients in the financial services and wealth management industry.
My marketing, communications, and resource management experience span 20 years. Before earning my degree in Classics from Siena College, I started my career in the United States Coast Guard coordinating inter-agency communications while managing local, state and federal search and rescue resources.
For the past 15 years, I have worked extensively in digital and multimedia communications creating, distributing and tracking multi-channel campaigns. My experience working in regulated markets started with work in healthcare and pharmaceutical marketing where I helped to design and execute national health education campaigns on smoking cessation and anaphylaxis awareness for Pfizer Inc. These campaigns leveraged a variety of consumer, employer and provider networks including the National Parent Teacher Association (NPTA), American College of Emergency Room Physicians (ACEP), American College of Occupational and Environmental Medicine (ACOEM), the National Association of School Nurses (NASN), and others.
My experience in digital communications combined with my experience with highly complex regulatory review procedures provided the foundation for my move into the Register Investment Advisory (RIA) sector. Since 2013, I have been instrumental in building and maintaining a comprehensive digital marketing program for Atlas Private Wealth Management, a registered investment advisor with nearly $1 Billion in AUM. Recently, my team and I have been working with Focus Financial Partners helping them to leverage online advertising networks to connect and engage with RIA owners and founders in the United States, Canada, and Australia.
A Commitment to Service and a Desire for Knowledge
At the age of 18, I joined the United States Coast Guard and was stationed at the heavy weather search and rescue station in Cape May, New Jersey. For the first four years of my adult life, I dedicated myself to the service of others in a way that will always be a part of who I am and forever remain one of the single best experiences of my life. I am honored to know what it feels like to cast aside all desires for personal safety and venture into some of the fiercest weather mother nature can muster in order to save the lives of others. This experience has become the foundation that I have built upon for the past 22 years.
In college, I was a Classics Major with a passion for knowing what motivates human beings to behave the way they do. As a Classics Major, I was fortunate to read Plato, Aristotle, Homer, Herodotus, Cicero, Virgil and Caesar in Ancient Greek and Latin. In college, I had the opportunity to do a semester in Florence, Italy where I traveled Europe and studied art history.
Upon graduating college, I took a job teaching English and Latin at a private school for one year. While I love to teach, my calling was elsewhere. During that first year, I had applied and been accepted to law school. At the last minute, I changed my mind and took a job in marketing and advertising. I immediately fell in love with marketing and I have dedicated myself to it for the past 15 years of my life.
My Love of Marketing
I fell in love with marketing for two reasons. First, it fulfilled my desire to continue my study of behavioral psychology and to pursue a deeper understanding of the power of individual perspective. Second, I believe that marketing, when done correctly, is essential for companies that seek to build a better world by delivering products and services that are designed to improve the lives of others in some large or small way.
My Personal Life
I live in Saratoga Springs, New York with my wife and two young daughters. Living in the foothills of the Adirondacks we enjoy outdoor activities throughout the year. During the summers I like to camp, hike and kayak with my friends and family.
From December to March, I maintain a backyard ice skating rink that has become the center of many great memories.
Each winter, a small group of us go on our annual winter hike for a weekend.
I’m Here to Help
Feel free to reach out to me via email, phone or social media if there is anything I can do to help you grow your marketing. If you have not already done so, sign up to receive my weekly newsletter here.