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