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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
| CT | RA | APPROVED | 2026-04-17 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twin Focus Capital Partners, Llc | Boston | MA | 06/2019 | 08/2021 |
| University Of New Hampshire | Durham | NH | 08/2015 | 06/2019 |
| Morgan Stanley | Boston | MA | 07/2025 | Present |
| Bain Capital | Boston | MA | 09/2021 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-04 |
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