I started Juris Wealth several years ago after spending so much time informally helping friends and family with all aspects of their financial lives that I realized there was a real need for this service. While I am an attorney by training (Harvard Law, ’97), I have spent my career in the areas of investment and finance, including as an investment banker with Goldman, Sachs & Co., and as a co-founder of a series of specialized private equity funds with over $1 billion in assets under management.

 

I love my work and am passionate about what I do. It provides me with a deep sense of purpose and satisfaction, knowing that I am helping my clients and their families in ways that fundamentally impact their financial health and, ultimately, their lives.

 

My relationships with my clients are very important to me, and my goal is to become the trusted advisor whose counsel is sought for all things financial. While my compensation is based solely on assets managed (as detailed under the “Cost” section), my services are far broader, and I encourage my clients to reach out to me if there is any way I can be helpful to them.

 

On a personal level, the San Francisco Bay Area has been my home since the mid-’90s, and I live here with my family, including a son in high school and a daughter in middle school. I’m originally from upstate New York but have spent time in many different places, including Boston, New York, Washington, D.C., as well as time in Italy and Spain.

 

My friends and family are important to me, and in my downtime, you’ll find me listening to or playing music with the kids, spending time on or around the bay or beach, or walking Zoey, my lazy golden retriever who has never met a food item not worth eating.