Investor Support

Darren has 16 years of financial services experience spanning retail brokerage, institutional banking and asset management. The bulk of this time was spent working for 2 long-short equity hedge funds where he focused on trading and operations as well as marketing and client relationships. His responsibilities have included executing equity, derivative, currency and fixed income trades for individual client accounts as well as co-mingled hedge funds, working with counterparties and clearing firms for trade settlement, managing client relationships, account openings and money movements. In addition, he oversaw relationships with outside technology vendors including selection and implementation of new CRM and trading software.

After leaving Wall Street in 2016 to focus on family Darren's passion for finance and desire to help people eventually brought him back to the industry, this time helping financial advisors grow their businesses. . He loves problem solving and puzzles and has a goal to help businesses run more efficiently so they can better serve their clients.

Outside of work he is an avid skier and loves to play soccer and lacrosse with his 2 children. He is also very active in his local community, volunteering time on a number of local government committees as well as non-profits focused on bettering outdoor spaces and recreation.