Vice President of Investments

• Oct 2017 - Present

Aegis Capital has been bringing a unique and differentiated service proposition to our clients since 1984. We value the importance of lining up on our customer’s side. We realize this goal by running an independent, conflict-free platform. We focus on enhancing the goals of our clients by bringing unencumbered advice, which enables us to freely create a plan centered on each client. We continue to meet the challenging and changing markets by investing in world-class services. Our continuous investment in technology provides our customers quality service through its clearing relationships with RBC Correspondent Services (RBC CS), a division of RBC Capital Markets, LLC. Apex Clearing Corporation. Our clients value the safety of knowing their assets are held at third-party custodians. Our management team serves on the boards of NYSE, AMEX, and NASDAQ companies, so we have the practical experience on the challenges facing today’s industry leaders. Whether a client is looking for wealth management products or institutional services, our team is able to assist. We pride ourselves on being able to provide the attention that our diverse client base expects.

Associate

• Jan 2016 - Sep 2017

Intern

• May 2013 - Sep 2014

Assisted in: • Investment Strategy & Asset Allocation • Manager Research & Selection • Portfolio Construction • Worked under the guidance of the Managing Director of Investment Banking Assisted in: • Investment Strategy & Asset Allocation • Manager Research & Selection • Portfolio Construction • Worked under the guidance of the Managing Director of Investment Banking