Experience

NewEdge Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Principal, Portfolio Strategy

  • Feb 2023 - Present

  Works closely with clients to develop and manage customized portfolios that incorporate a wide variety of investment solutions catered to meet their financial objectives. Investment Committee member, overseeing the team’s portfolio construction and investment management research processes. Responsibilities include investment due diligence and implementation, asset allocation, portfolio construction, macroeconomic research, portfolio review, and analytics. Also manages a discretionary structured products portfolio as part of the firm’s suite of proprietary strategy offerings.

• Vice President, Portfolio Strategy

  • Jan 2022 - Feb 2023

  Investment Committee member responsible for the construction and management of clients' portfolios. Responsibilities include asset allocation, portfolio review, investment due diligence, macroeconomic research and portfolio analytics.

• Senior Wealth Strategy Associate, Relationship Manager

  • Dec 2020 - Jan 2022

  Investment Committee member, overseeing the team's investment management research process. Responsibilities include investment due diligence & implementation, macroeconomic research, asset allocation, portfolio construction, and portfolio review and analytics.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Senior Wealth Strategy Associate

  • Jan 2020 - Dec 2020

• Wealth Strategy Associate

  • Aug 2017 - Jan 2020

• GTP Analyst

  • Aug 2015 - Aug 2017



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Intern

  • Jun 2014 - Aug 2014



Highmount

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Jun 2013 - Aug 2013



Courtfield Capital, LLC

• Rye, New York

• Intern

  • Jun 2012 - Jul 2012



Arch Intermediaries, Ltd.

• London, United Kingdom

• Intern

  • May 2012 - Jun 2012