Director of Marketing/Head Trader

• May 2021 - Present

Sio Capital Management is a healthcare-focused long/short equity global hedge fund.

Associate

• Sep 2018 - May 2021

Operations Intern

• Aug 2018 - Aug 2018

Controller

• Aug 2018 - Dec 2019

Methodical is a boutique outsourced CFO firm designed to provide cost efficient back and middle office infrastructure for early stage equity hedge funds. Our clients are serviced by hedge fund professionals with backgrounds from the most reputable hedge funds in the world. Methodical is a boutique outsourced CFO firm designed to provide cost efficient back and middle office infrastructure for early stage equity hedge funds. Our clients are serviced by hedge fund professionals with backgrounds from the most reputable hedge funds in the world.

Wealth Consultant Intern

• Jun 2017 - Aug 2017

 Assisted senior wealth consultants in the creation, analysis, and management of portfolios for domestic and international clients. o Utilized MorningStar to create, analyze, and manage investment portfolios that include equities, fixed income securities, alternates, multi-asset funds, and commodities. o Analyzed top 10 holdings, quarterly and 1,3,5,10 year trailing returns, risk profile (alpha, beta, std. dev., Sharpe ratio), and sector weightings of individual mutual funds for the… Show more  Assisted senior wealth consultants in the creation, analysis, and management of portfolios for domestic and international clients. o Utilized MorningStar to create, analyze, and manage investment portfolios that include equities, fixed income securities, alternates, multi-asset funds, and commodities. o Analyzed top 10 holdings, quarterly and 1,3,5,10 year trailing returns, risk profile (alpha, beta, std. dev., Sharpe ratio), and sector weightings of individual mutual funds for the possibility of asset allocation. o Risk assessment, including currency, reinvestment, and interest rate risk, of clients’ holdings. o Implemented currency hedging and risk mitigation tactics in response to major political and economic events such as Brexit. o Gathered and examined historical data of securities, market trends, and macro factors that could impact clients’ long-term financial goals. o Compiled lists of new perspective clients and contact them via email, phone, and LinkedIn. Show less  Assisted senior wealth consultants in the creation, analysis, and management of portfolios for domestic and international clients. o Utilized MorningStar to create, analyze, and manage investment portfolios that include equities, fixed income securities, alternates, multi-asset funds, and commodities. o Analyzed top 10 holdings, quarterly and 1,3,5,10 year trailing returns, risk profile (alpha, beta, std. dev., Sharpe ratio), and sector weightings of individual mutual funds for the… Show more  Assisted senior wealth consultants in the creation, analysis, and management of portfolios for domestic and international clients. o Utilized MorningStar to create, analyze, and manage investment portfolios that include equities, fixed income securities, alternates, multi-asset funds, and commodities. o Analyzed top 10 holdings, quarterly and 1,3,5,10 year trailing returns, risk profile (alpha, beta, std. dev., Sharpe ratio), and sector weightings of individual mutual funds for the possibility of asset allocation. o Risk assessment, including currency, reinvestment, and interest rate risk, of clients’ holdings. o Implemented currency hedging and risk mitigation tactics in response to major political and economic events such as Brexit. o Gathered and examined historical data of securities, market trends, and macro factors that could impact clients’ long-term financial goals. o Compiled lists of new perspective clients and contact them via email, phone, and LinkedIn. Show less