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I have spent my career in capital markets and investment management.  Currently, I am the owner of JFQ Consulting, an independent global consulting firm focusing on the operational and organizational needs of capital markets and investment management firms worldwide.  I have had a wide range of experience within capital markets and investment management firms both in the United States and abroad and am bringing my experience to firms that seek to increase their competitive advantage.

I am also currently President of the Security Traders Association of Florida, having served the association in various capacities over the past few years working to improve educational content and increase participation within the organization.  Working to improve the capital markets industry and assist firms in adapting to the ongoing changes is a driving force behind JFQ Consulting.    

As firms adapt to industry and organizational changes and continue to develop their infrastructure to meet regulatory and strategic needs, an outside consultant can assist by offering experience and knowledge to support existing management in meeting their goals.  We also assist firms in building stronger teams, increasing efficiency and improving their productivity through teaching their personnel how to work together and collaborate effectively in this highly competitive industry.

White Paper from JFQ Consulting


Bachelor of Arts

University of Rochester

Master of Business Administration

Syracuse University, Whitman School of Management
Aug 2009Present


Case Western Reserve University