Experience

BBR Partners

• United States
• Investment Management
• 100 - 200 Employee

• Portfolio & Wealth Advisory Associate

  • Jan 2023 - Present

  BBR Partners is a boutique wealth management firm that provides financial advice and service to a select group of wealthy families. We work with each family to design and implement a personalized wealth strategy that is specifically tailored to their unique needs. BBR Partners is a boutique wealth management firm that provides financial advice and service to a select group of wealthy families. We work with each family to design and implement a personalized wealth strategy that is specifically tailored to their unique needs.



ICONIQ Capital

• United States
• Investment Management
• 300 - 400 Employee

• Analyst

  • Jul 2021 - Mar 2022

  ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate. ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.



SS&C Technologies

• United States
• Software Development
• 700 & Above Employee

• Senior Associate

  • Feb 2020 - Jul 2021

  SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 18,000 financial services and healthcare companies, with over 24,000 employees and operations in 104 cities across 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world. Show less



Aperio

• United States
• Investment Management
• 1 - 100 Employee

• Client Analyst

  • Jul 2018 - Feb 2020

  Aperio is an investment manager and part of BlackRock. For more than 22 years, we’ve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor. Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk. Aperio is an investment manager and part of BlackRock. For more than 22 years, we’ve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor. Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk.