A Bit About Me and How I Operate
I currently serve as as a Managing Director and Head of Marketing & Strategy at CION Investments, an alternative investment manager, and co-founder of Seven Group, CION incubator, and platform that enables Financial Advisors market their practice more effectively. Prior to CION, I was a Vice President at BlackRock where I led digital experience, growth marketing, SEO, and syndication strategies across all major iShares and BlackRock initiatives.
How I Think About Business and Marketing Comes Down to Six Core Tenents
DATA AT THE CORE
Data is the variable to success and can hurt or help any business. Focusing on the right data to drive change is the difference maker.
A Few Things I Believe in When it Comes to Operating
EVERYONE IS A MARKETER
Everyone should have a marketing mindset, no matter what role or team they’re in.
R&D THROUGH ACTION
Testing through various channels is the best way to learn about client behaviors.
SOLUTIONS SOLVED COLLECTIVELY
Solutions are best solved as a group. At the end of the day, it doesn’t matter who comes up with the solution.
PEOPLE CONNECT WITH PEOPLE
Your brand is your people and network. It doesn’t matter if you run a company or are solo act.
Companies I’ve Worked With





Let’s connect. Shoot me an email.
The Blog
Covering all things business, marketing, and mindset.
7 Big Lessons Learned from Incubating a Startup Over the Past 12 months
Navigating the launch and growth of a first-year company in 2020 was probably one of the more unique experiences of all time. Doing while managing marketing for another business in growth mode – a whirlwind experience that brought a lifetime of wins, failures, and lessons.
Read moreWhy Financial Advisors Need to Double Down on Marketing in 2020 (and What to Do About It)
Over the past year, we’ve had 50+ discussions with financial advisors about their business goals and how they plan to accomplish them. I can’t tell you how many times (over[…]
Read moreThe 51/49 B2B Marketing Framework
Being in B2B marketing for the better part of a decade, I’ve cycled through the spectrum of what I believe drives impact from a marketing perspective. I’ve seen sales enablement[…]
Read more