Experience

Tolleson Wealth Management

• United States
• Financial Services
• 100 - 200 Employee

• Manager, Investments

  • Jan 2022 - Present



View Capital Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Investment Analyst

  • Jun 2020 - Jan 2022

  Manager research and due diligence across multiple asset classes with a focus on private equity investments. Asset allocation, portfolio construction, portfolio management and communicating investment ideas to clients. Manager research and due diligence across multiple asset classes with a focus on private equity investments. Asset allocation, portfolio construction, portfolio management and communicating investment ideas to clients.



Fusco Financial Associates, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager/Analyst

  • Feb 2018 - May 2020

   Head the portfolio management division of the group  Effectively led the development and implementation of models and optimization tools for asset allocation, manager selection, and attribution analyses.  Serve as a subject matter expert and resource to investment committee and advisors through formal and informal presentation and communication.  Head the portfolio management division of the group  Effectively led the development and implementation of models and optimization tools for asset allocation, manager selection, and attribution analyses.  Serve as a subject matter expert and resource to investment committee and advisors through formal and informal presentation and communication.



Maller Wealth Advisors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Associate Client Relationship Manager

  • Feb 2017 - Feb 2018



AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Portfolio Analyst

  • Mar 2016 - Jul 2017

   Performed due diligence on various investment vehicles including Mutual Funds and SMAs  Traded, rebalanced and reconciled high net worth client accounts  Performed due diligence on various investment vehicles including Mutual Funds and SMAs  Traded, rebalanced and reconciled high net worth client accounts



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Wealth Strategy Associate

  • Jan 2011 - Mar 2013

   Managed critical functions in the operation of six portfolios; designed asset allocations, lined up trades based on cash availability and varying settlement cycles of underlying funds, trade orders and overseeing completions  Key contributor in back-testing and designing of new option writing portfolio; provided active recommendations on holdings  Developed cutting-edge client servicing matrix; efforts resulted in improved client retention rate  Demonstrated expertise in research on various investment vehicles including mutual funds, structured products, alternative investments and individual equities; resulted in increased returns and more diversified portfolios  Developed customized financial models for monthly/ quarterly analyses and portfolio monitoring Show less



Rochester Institute of Technology

• United States
• Higher Education
• 700 & Above Employee

• Endowment & Gift Accounting Analyst

  • Mar 2010 - Jan 2011