A sound investment plan depends on the discipline behind it. Every client portfolio has a team making certain the details are right.
As Investment Operations Associate at Finivi, I handle the operational work that keeps our investment process running. I monitor client households for allocation drift, cash needs, and tax considerations, and carry out the ongoing activity that keeps portfolios aligned with each client’s strategy.
I also help maintain our investment due diligence process, keeping current research on the funds, ETFs, and individual securities we use in client portfolios, and tracking the performance, expenses, and structural changes that warrant review. I support our quarterly investment committee by compiling the supporting analysis and documenting the decisions and rationale that come out of each meeting.
For our clients, it is what keeps their financial lives on course.
My Story
I grew up in Westwood, Massachusetts, and started making maple syrup in the woods when I was fourteen.
What began as a handful of taps and a question about how syrup gets made became Maple Jack: a sugar house I built myself, a network of more than 500 taps connected by over five miles of tubing, and a product line that grew from syrup into cream, candy, and sugar, sold through local restaurants, farms, and an online store. WCVB Channel 5 picked up the story while I was still in high school.
Maple sugaring is an unforgiving teacher. The season lasts about six weeks and arrives when it decides to. Sap runs on the weather’s schedule rather than mine, and it spoils if it sits. Fifty gallons of sap boil down to a single gallon of syrup, which makes the whole enterprise an exercise in doing the same careful thing over and over for a result that only shows up at the end. Lines have to be walked. Temperatures have to be watched. One shortcut ruins a batch that took a week to collect.
I ran Maple Jack for eight years and closed it after graduating from Babson. Knowing when to shut down something you built is its own kind of discipline. I have still not found a better description of investment operations than a sugar season: a precise process, a great deal of patience, and a result people get to enjoy.
At Babson College I concentrated in Finance and graduated in 2025. Babson is built around entrepreneurship, which suited someone already running a business out of the woods. I played club hockey and lacrosse, served as Head of Recruitment for my fraternity, co-founded the Chess Club, and spent a semester studying in Barcelona.
Professional Background
I came to wealth management through the operational side of finance, and that was deliberate.
At Needham Bank I worked as a commercial and industrial lending analyst in structured finance, underwriting borrowers across renewable energy projects, sponsor financing, and specialty lending, and presenting annual credit reviews on their financial health, collateral, and guarantors. At Petra Funds Group in Boston I was a private equity fund accountant, processing capital calls and distributions, calculating waterfall allocations, and leading quarter-end close, NAV calculations, and quarterly investor reporting.
Both roles taught the same lesson from different angles. In finance, small errors do not stay small. A misallocated capital call, a missed reconciliation, an undocumented decision: each one compounds quietly until somebody has to unwind it.
That is what drew me to investment operations. A model portfolio is the Investment Committee’s conviction expressed in numbers, and that conviction only becomes real for a client through execution. The model has to actually be implemented. Drift has to actually be caught. The reasoning behind a decision has to be concrete for when it may get tested. Conviction that never reaches an account is only an opinion.
That is the standard I hold myself to. A client should never have to wonder whether the care behind their portfolio was taken. It should simply be true, quarter after quarter, whether or not they ever think about it
Personal Pursuits
Outside the office I keep busy. I keep bees and bake sourdough at home, play in a men’s hockey league, and get out on the golf course when the schedule allows. I run and hike around New England most days of the week. Whatever time is left goes to family and friends, and to whatever I have decided to learn next.
