I am a Portfolio Manager that advises high net worth individuals, foundations, and trusts on the construction of their portfolios to meet their long-term goals. I interact with clients and their financial advisors on a regular basis to keep them informed of their portfolios performance and make ...more

I am a Portfolio Manager that advises high net worth individuals, foundations, and trusts on the construction of their portfolios to meet their long-term goals. I interact with clients and their financial advisors on a regular basis to keep them informed of their portfolios performance and make recommendations. I work with a dedicated team of professionals who study the market and provide the insights needed to maximize our services to the client. My dual MBA in Accounting and Investment Management from Pace University provided me the knowledge necessary to acquire a breadth of experience in the financial services industry, ranging from auditing, project management, and finally to my current role as a Portfolio Manager.less