Experience

KPP Financial, Inc. - Klein, Pavlis & Peasley Financial, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Jan 2023 - Present

  Greater Los Angeles, California, United States



Dimensional Fund Advisors

• United States
• Financial Services
• 700 & Above Employee

• Associate Portfolio Manager

  • Jul 2022 - Jan 2023

  Santa Monica, California

• Investment Associate

  • Jan 2018 - Jul 2022

  Santa Monica, California

• Portfolio Management Analyst

  • Jul 2016 - Jan 2018

  Santa Monica Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions. For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisors, pension funds… Show more Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions. For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisors, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 12 offices around the world, Dimensional manages $415 billion globally as of June 30, 2016.