1812 Park
Financial Services - Bethesda, MD, US
1812 Park Employees
1812 Park Senior Management
1812 Park Details
My new venture, 1812 Park LLC, leverages my skills and experience over the past 25 years as an executive, CEO and entrepreneur in the wealth management industry. I am fortunate to have helped build two high-value and high-profile companies - Fortigent LLC and Lydian Wealth Management. I have learned many valuable lessons along the way and can utilize them as I help guide CEOâs and Boards in developing and executing on their long-term strategies and business plans. 1812 Park is not a typical consulting practice. I work with a select group of Advisors on an annual retainer and am positioned as an extension of their executive team. Most successful wealth management firms are in a constant state of adaption. I help Advisors execute their strategy, build scale and implement best-practices. In addition, I enjoy my role as an independent board member for a variety of SEC registered funds.
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