- Bachelor of Science in Business Administration, Bentley College
- Major in Accounting, Bentley College
- Master of Science in Taxation, Bentley College
- Advanced Professional Certificate in Taxation, Bentley College
- Masters in Business Administration,Concentration in Finance, Bentley College
- Licensed Certified Public Accountant, State of Massachusetts
- CFA Charterholder (#134934)
- American Institue of Certified Public Accountants
- American Institute of Certified Public Accountants,Tax Division
- CFA Institute
- Boston Security Analyst Society