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As Analyst, Client Service, PJ provides concierge service to the ultra high net worth clients. He also supports financial advisors and helps drive critical business decisions by analyzing metrics, designing reports, and offering process improvements.

PJ earned a Bachelor of Arts in Government and Law from Lafayette College while minoring in Economics. While attending Lafayette College, PJ was a member of the NCAA D1 Men’s Tennis team and the captain of the Men’s Club Ice Hockey team. PJ is a New Canaan, CT native and currently resides in Stamford, CT. In his free time, he enjoys playing golf, watching sports, and spending time with his family.