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Bio

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Credentials

  • CFA Level 3 Candidate
    CFA Institute
    Jul, 2023
    - Apr, 2026

Experience

  • Beringer Capital
    • Toronto, Ontario, Canada
    • Private Equity Analyst
      • Oct 2023 - Present
      • Toronto, Ontario, Canada

  • BMO Family Office
    • Toronto, Ontario, Canada
    • Research Analyst, Private Markets
      • Nov 2022 - Oct 2023
      • Toronto, Ontario, Canada

      Responsible for research and due diligence on closed-end private equity, private credit, infrastructure, and real estate strategies for Canada’s leading private markets platform

    • Associate, BMO Family Office
      • Feb 2022 - Nov 2022

      Servicing UHNW families with 30MM+ investable assets or 100MM+ Net Worth

  • BMO Wealth Management - Canada
    • Toronto, Ontario, Canada
    • Wealth Management Associate
      • Sep 2020 - Feb 2022
      • Toronto, Ontario, Canada

      First rotation: Portfolio Advisory TeamSecond rotation: Investorline StrategyThird rotation: UHNW & Family Office

    • Junior Analyst
      • Jan 2019 - Apr 2020

    • BSIP Analyst - Global Cash Management
      • May 2019 - Aug 2019

    • BSIP Credit Risk Analyst
      • May 2018 - Aug 2018

Education

  • 2016 - 2020
    Schulich School of Business - York University
    Bachelor of Business Administration (BBA), Finance and Economics
  • 2012 - 2016
    Havergal College
    High School Diploma

Suggested Services

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Industry Focus. “Venture Capital and Private Equity Principals”

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References

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