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MBA University of Notre Dame
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BA Fairfield University
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CFA Charterholder
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Certified Insolvency & Restructuring Advisor (CIRA)
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FINRA Series 79, Series 63
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Adjunct Professor teaching Mergers & Acquisitions course at Northeastern University (Fall '24)
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St. Thomas Aquinas High School, Board of Trustees Treasurer
I have been working with business owners and studying different business models and value creation strategies for my entire career. I came from an entrepreneurial family with my grandfather founding a successful gear and shaft manufacturing company in his one car garage back in 1945. The business has stayed in the family with my father and uncles and is now onto generation three.
My favorite part of what I do is hearing the origin stories of business owners and the family successions of those businesses creating something lasting and valuable. This is what drives me to help business owners and their families realize their own American dream and getting rewarded for those years of hard work with the outcome they deserve.
On the personal side, it’s tough to find time outside of my 4 kids. Shooting baskets in the driveway and morning wrestling matches are now my cardio for the day. When life does slow down, I try to get outside as much as possible whether biking, fishing, golfing, or exploring the wilderness. I had the opportunity to live in Africa for a period after undergrad working on a private wildlife preservation outside of Kruger National Park and that nature & wildlife bug has never left me.
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Sly Syn Studio marketing agency, Founder
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5+ years M&A experience
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5+ years marketing leadership in emerging food & beverage concepts
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>20 websites re-designed or rebuilt for clients
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BA Stony Brook University
At Highland, I have the privilege of blending my creative talents and marketing expertise with my passion for collaborating with business owners in a meaningful way. My journey began in M&A and select marketing roles, which inspired me to establish a marketing agency dedicated to helping business owners effectively communicate their passion and vision. I also gained valuable experience in operations and marketing while forming companies at a VC studio, further honing my skills in driving business growth.
As the Creative Director at Highland Advisory Group, I joined because I recognized a unique opportunity to support business owners during one of the most critical events of their careers – the M&A transaction. At Highland, we revolutionize how companies are positioned and marketed to potential investors, providing the right tools and messaging to the right audiences. This approach ensures we unlock the full value for our business owner clients.
Originally from Long Island, I now call the Seacoast home, where I live with my two rescue dogs, Honey and Frankie. A lifelong animal lover, I have a bit of a reputation among friends and family for my habit of bringing home strays—whether it’s a dog, cat, or even a squirrel (trust me, the vet still talks about that one). If it has fur, feathers, or even a questionable background story, it’s probably found a temporary home with me.