Experience

Schoolcraft Capital

• United States
• Investment Management
• 1 - 100 Employee

• Associate Advisor

  • Jun 2023 - Present

  Denver, Colorado, United States Schoolcraft Capital is a boutique investment firm serving a limited number of high-net-worth families and foundations. We believe in a simple but innovative investment strategy with a higher standard of client service. Schoolcraft Capital has offices in Denver and Boulder, Colorado.



Altair Advisers

• United States
• Investment Management
• 1 - 100 Employee

• Senior Consultant

  • Jan 2023 - Apr 2023

  Chicago, Illinois

• Consultant

  • Oct 2020 - Dec 2022

  Chicago, Illinois Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.



BNY Mellon Wealth Management

• United States
• Financial Services
• 700 & Above Employee

• Associate Wealth Manager

  • Aug 2015 - Oct 2020

  Chicago, Illinois *Collaborated with cross-functional financial planning teams (e.g., banking, estate planning, fiduciary), producing synthesized investment strategy for 25+ relationships with $10M average asset size *Created consolidated Investment Policy Statements for client relationships, illustrating their holistic financial profile by considering their estate plan, tax situation, investment goals and risk profile *Analyzed internal and external client investments by utilizing internal… Show more *Collaborated with cross-functional financial planning teams (e.g., banking, estate planning, fiduciary), producing synthesized investment strategy for 25+ relationships with $10M average asset size *Created consolidated Investment Policy Statements for client relationships, illustrating their holistic financial profile by considering their estate plan, tax situation, investment goals and risk profile *Analyzed internal and external client investments by utilizing internal financial planning software, calculating risk profile, portfolio longevity, and appropriate asset allocation strategy Show less



Telemus

• United States
• Financial Services
• 1 - 100 Employee

• Junior Analyst

  • Mar 2013 - Jun 2015

  Ann Arbor, Michigan *Researched and presented corporate bond research to Fixed Income Portfolio Managers to assess potential buying opportunities within high yield bond market, resulting in three new positions being approved for high yield portfolio *Analyzed client portfolio performance over various time horizons measuring client returns against custom made benchmarks, communicating performance results effectively to clients, and providing recommendations for investing new client cash *Modeled… Show more *Researched and presented corporate bond research to Fixed Income Portfolio Managers to assess potential buying opportunities within high yield bond market, resulting in three new positions being approved for high yield portfolio *Analyzed client portfolio performance over various time horizons measuring client returns against custom made benchmarks, communicating performance results effectively to clients, and providing recommendations for investing new client cash *Modeled hypothetical portfolio trade scenarios utilizing Bloomberg software, analyzing potential duration, industry sector allocation, interest rate risk, and ETF characteristics, ensuring results align with appropriate investment objectives *Trained three interns on Bloomberg software, analysis, research, and presenting insights Show less



MUSIC Matters

• United States
• Entertainment Providers
• 1 - 100 Employee

• President & Other Roles

  • Sep 2011 - May 2015

  Ann Arbor, Michigan *Facilitated and led all activities of one of the largest entrepreneurial student organizations on campus by working with 6 committees to host concerts and a campus‑wide festival, in order to create innovative philanthropic initiatives by spurring campus engagement, student empowerment, and social entrepreneurship. *Collaborated with fellow club members to donate $10,000 to Mott Children's Hospital in… Show more *Facilitated and led all activities of one of the largest entrepreneurial student organizations on campus by working with 6 committees to host concerts and a campus‑wide festival, in order to create innovative philanthropic initiatives by spurring campus engagement, student empowerment, and social entrepreneurship. *Collaborated with fellow club members to donate $10,000 to Mott Children's Hospital in 2012, began one of the nations first student endowed scholarships worth $50,000 to the University of Michigan in 2013, announced the creation of a summer leadership camp at the University of Michigan for underserved Detroit youth, thus increasing the pipeline for underrepresented minorities. *Organized and facilitated logistics of hosting a festival by working with university departments to create an event which included over 50 student organizations, 25 local student start‑ups, 6 musical acts, 5 food trucks, 8,000 students, encouraging cross‑campus collaboration among students, faculty, and research departments. *Presented the MUSIC Maters mission to university administrators, corporations, and donors to help secure over $400,00 in investments in MUSIC Maters events and initiatives over the course of four years since its founding in 2011. Show less