Team Profile

I help to ensure the firm is up to date on any relevant market events that may impact the value of our clients’ investments.  I develop and monitor processes that enable us to analyze almost every asset class and assess whether our investments have been a top performer (on a risk-adjusted basis) within their respective category.  I help build, monitor, and evolve our firm’s model allocations, to assisting them to maintain appropriate asset class exposures and reflect our department’s strategic view. 

Whenever advisors require additional information about a particular asset class or investment I provide analysis that helps provide clarity to their questions.  Additionally, I provide support within the Asset Management Department in regards to trading and reporting.

Professional Accreditations & Education

• Passed CFA Level I
• Series 65-NASAA Investment Advisors Law Exam-February 2016
• The Ohio State University, B.S. in finance and B.A. in economics

Up Close

• Enjoys reading and eating jalapeno-flavored potato chips
• Lives in North Royalton, Ohio
• Joined Sequoia in 2015