Experience

Condor Capital Wealth Management
• United States
• Financial Services
• 1 - 100 Employee
• Portfolio Manager

  • Mar 2021 - Nov 2022


Altfest Personal Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Apr 2016 - Apr 2020

  • Responsible for trading $1.4B AUM across 600+ client accounts. Executed all major investment changes based on tactical opportunities in the markets. • Continuously increased the efficiency of trading by creating systems to minimize the lead time from idea generation to trade execution. • Managed the firm's investment models and trading practices. Led the project to upgrade the firm’s trading software and successfully transitioned to the new platform (Eclipse). Continuously worked with… Show more • Responsible for trading $1.4B AUM across 600+ client accounts. Executed all major investment changes based on tactical opportunities in the markets. • Continuously increased the efficiency of trading by creating systems to minimize the lead time from idea generation to trade execution. • Managed the firm's investment models and trading practices. Led the project to upgrade the firm’s trading software and successfully transitioned to the new platform (Eclipse). Continuously worked with the Orion team to suggest and implement improvements to their software • Conducted due diligence on Alternative Investments as a member of the Investment Committee. Led the effort to increase allocations to Alternative Investments to better diversify client portfolios • Customized portfolios for clients with unique situations such as legacy holdings with low cost basis, executives with large employee stock option compensation, and trusts with specific mandates to diversify and manage risk • Met with clients to explain our market outlook and provide detailed overviews of their investments • Traded our in-house equity portfolio utilizing a value-based strategy comprised of 70-80 positions (Individual Stocks, ADRs, ETFs, and CEFs) with 200% turnover. Determined appropriate position size and optimal trading strategy to minimize market impact of trades

• Financial Planning Associate

  • Apr 2015 - Apr 2016

  New York City • Provided investment management and financial planning services to high net worth individuals • Rebalanced client portfolios and managed trading of daily cash flows • Prepared portfolio proposals for prospects after analyzing their existing holdings and risk tolerance • Met with clients to assist in the onboarding process (account openings, asset transfers, implementation)



Trading Central

• France
• Financial Services
• 100 - 200 Employee

• Technical Analyst

  • Jun 2014 - Apr 2015

  New York City • Provided trading strategies and investment research to financial institutions • Identified trading opportunities in US Equity markets and ETF products • Conducted daily technical analysis on equities, commodities, forex, and fixed income markets



GFI Group

• Vietnam
• Technology, Information and Media
• 1 - 100 Employee

• Desk Analyst

  • Jun 2013 - Dec 2013

  Greater New York City Area • Provided production support for EnergyMatch and RatesMatch trading platforms • Solved production issues, reported bugs, and relayed ideas for platform enhancement • Helped transform platforms to trade regulated swaps to comply with new regulations



T3 Trading Group, LLC

• Proprietary Trader

  • Sep 2012 - Jun 2013

  • Combined technical analysis and tape reading skills to initiate short-term equity trades • Traded an average of 15,000 shares a day based on quantitative risk/reward ratios