Bachelor of Business Administration, University Massachusetts, 1987. Master of Business Administration, Boston University, 1991.
Product manager Fidelity Investments, Boston, 1987-1991. Vice president investment products Allmerican Finance, Worcester, Massachusetts, 1991-1995. Senior vice president, director insurance products management and development Putnam Investments, Boston, since 1995.
Chair campaign committee Young Leadership division Jewish Federation North Shore, Salem, Massachusetts, 1999. Designee Jewish Community Foundation North Shore, 1999.
Married Sheryl Iris Lappin, June 4, 1989. Children: Joshua, Rebecca.