Team Profile

As Chief Investment Strategist, I work primarily with the Asset Management Team and serve on the Investment Committee helping to build client portfolios as well as research alternative investments. I work in general asset allocation and portfolio construction and concentrates my time on the firm’s investment research and due diligence efforts across equities, fixed income, and alternative investments.

With 10 years of experience working across a wide range of asset classes with specialization in alternative investments, I am focused on providing clear and concise research ideas. I enjoy working with clients regularly on the investment side to reinforce our investment philosophy, discuss current market trends, review pipeline of investment ideas, and propose portfolio change that we believe are value-additive. 

Our goal is to deliver attractive risk-adjusted performance to help clients meet their personal wealth goals. I look to achieve this objective through wide coverage of the investment universe and consistent application of our investment principles to guide us during times of irregular market performance. We also seek to continue our history of enduring client relationships and satisfaction through consistent investment education. I consider it a privilege to play a role in creating an exceptional client experience.

Professional Accreditations & Education

  • Dartmouth College – Bachelor of Arts in Engineering and Economics
  • Wharton School of the University of Pennsylvania – Master of Business Administration Candidate

Up Close

  • Lives in Philadelphia, PA
  • Enjoys Chess, biking, boxing, and travel
  • Formerly a professional poker player