What inspires me
Helping people make practical decisions and providing actionable insights is what inspires me, particularly in a world that feels increasingly complex.
How I impact my clients
As portfolio manager, I participate in all aspects related to investments, from trade recommendation and implementation to asset allocation and selection of securities to include in investment portfolios.
On the weekends
I enjoy being outdoors, whether that be cycling, snowboarding, or simply relaxing at the beach. Spending time with family and friends over food and drink also never gets old.
- Chartered Financial Analyst (CFA) Charterholder
- Member, CFA Institute
- Member, CFA Society Seattle
- Bachelor of Science, Economics, Santa Clara University
- Chartered Financial Analyst, CFA Institute