Experience

Phillips Academy

• United States
• Primary and Secondary Education
• 400 - 500 Employee

• Investment Analyst

  • Aug 2023 - Present



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Investment Analyst

  • Aug 2021 - Jun 2023

  Investment Management Development Program (IMDP) Rotation 1 - Portfolio Review Department: Manager Oversight and Search Team Rotation 2 - Equity Index Group: Trading Desk Rotation 3 - Enterprise Advice Methodology: Portfolio Construction Rotation 4 - Multi-asset Investment Risk Investment Management Development Program (IMDP) Rotation 1 - Portfolio Review Department: Manager Oversight and Search Team Rotation 2 - Equity Index Group: Trading Desk Rotation 3 - Enterprise Advice Methodology: Portfolio Construction Rotation 4 - Multi-asset Investment Risk



Providence College Student-Led Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Founder/Chief Investment Officer

  • Sep 2020 - May 2021

  Founded a student-managed investment portfolio aimed at teaching students how to value equities and pitch their ideas. Conducted fundamental security research using FactSet and valued companies using DCF and other models in Excel. Made the final investment decisions based on the fundamental research and presentations of the other PMs and analysts. Coordinated alumni and faculty relations, facilitated student recruitment, and marketed the portfolio. Founded a student-managed investment portfolio aimed at teaching students how to value equities and pitch their ideas. Conducted fundamental security research using FactSet and valued companies using DCF and other models in Excel. Made the final investment decisions based on the fundamental research and presentations of the other PMs and analysts. Coordinated alumni and faculty relations, facilitated student recruitment, and marketed the portfolio.



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• C2C Investment Management Intern - Manager Oversight and Search

  • May 2020 - Jul 2020



teamOn Corporate Finance

• Spain
• Investment Banking
• 1 - 100 Employee

• Research Assistant

  • Sep 2019 - Dec 2019