Vice President, Business Development Officer
Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed.
As part of the Business Development team at Pershing Advisor Solutions, I work with entrepreneurs and small business owners who have a professionally managed growth oriented firm that are dedicated to serving clients with complex financial lives. This effort involves a comprehensive understanding of their business while looking to assist them using a wide range of resources available through the BNY Mellon Pershing network plus my 30+ years of experience in the financial services industry.Prior to my time at Pershing Advisor Solutions, I was head of Business Development and Strategic Relationships at San Francisco Sentry. I led a team that was responsible for sourcing and recruiting wealth and asset management teams on to the firm's platform. During my tenure at the firm over $1.5 billion in assets were introduced from multiple entities. In addition several firms specializing in private equity and private placement opportunities were introduced.In 2005 I formed a consulting practice, DFH Advisors, an affiliate of Aquillian Investments where I was focused on hedge funds and fund of hedge funds for a client based made up of HNW individuals, family offices and wealth management firms.I began my career in the financial services industry in 1981 as a Floor Manager on the Pacific Options Exchange for Goldberg Securities. I later became a member of the proprietary trading team focused on derivative trading strategies. After seven years at Goldberg, I co-founded Gill & Company, a proprietary trading firm specialized in index arbitrage and related strategies.I am a graduate of Ithaca College in New York, with a BS in Business Administration. I hold FINRA licenses: Series 7, 63 and 65.In my spare time I enjoy skiing, tennis, golf, hiking and backpacking.
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