In his role as Financial Services Specialist, JD works alongside our advisors in the creation of comprehensive financial plans that are tailor-made for our clients and their financial goals. His role involves assisting in the assessment of clients’ current financial positions and collaborating with advisors in the development of planning recommendations. JD breaks down complicated aspects of long-term financial planning into manageable and actionable tasks, and to ensure that every element of a client’s to-do list has been executed on schedule.
JD began his career at Northern Trust where he managed fiduciary client relationships and provided trust administration to Ultra High Net Worth families. Prior to joining Alliance Private Wealth in 2023, JD was with the private wealth management group at JPMorgan Chase (formally known as First Republic Private Wealth Management). As an advanced planner at First Republic, JD built customized financial plans for individuals and business owners with complex planning needs.
JD holds a bachelor’s degree in business economics from Suffolk University. JD resides in Southborough, MA with his wife, Genevieve. Outside of work, he is a director and strategic growth consultant for a faith-based organization. He enjoys spending time outdoors and his favorite activities include water sports and trekking the white mountains in New Hampshire.