Prior to Co-Founding OCM in 2011, Tristan spent more than seven years in the Private Wealth divisions of some of Wall Street’s biggest brokerages, including Bear Stearns, Merrill Lynch and Morgan Stanley. Tristan thinks of OCM as a company forged from the best practices of those traditional firms with the innovations of the modern independent model. Tristan attended high school at Western Reserve Academy and continued on to graduate with a bachelor’s degree from Georgetown University in 2002, where he was a Captain of the varsity golf team. He currently lives with his wife, Caroline, and their three children in Jupiter, FL. When not spending time with his family, Tristan enjoys playing golf and fly-fishing.