Senior Wealth Advisor, Managing Director
Mac joined Wellspring in 2017 and currently serves as a Senior Wealth Advisor. He is responsible for providing financial, estate, tax, and investment planning for ultra-high-net-worth clients and families in addition to overseeing his client service team.
Prior to Wellspring, Mac served as an Assistant Portfolio Manager at Private Harbour Investment Management and began his career as a Financial Representative Full Trader at Fidelity Investments. Before joining the wealth management industry, he was a Professional Golfer for two years, playing on tours throughout the U.S. and amassing two professional victories in tournament play.
Mac graduated from the University of Virginia as an Academic All-American with a Bachelor of Science in Political Science. He is also a CERTIFIED FINANCIAL PLANNER™ professional and serves on the Board of Directors for the Financial Planning Association® (FPA®) of Northeast Ohio.
Mac is actively involved in various nonprofit organizations, including serving on the Board of Directors for Engage! Cleveland as well as the Pro-Am Committee for the Ronald McDonald House Charities of Northeast Ohio.
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