Portfolio Manager, Investment Management and Research
Serves as a member of the Investment Management team, which oversees Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios
Assists with asset allocation, security selection, and ongoing portfolio monitoring
Holds FINRA Series 7 and 66 securities registrations
Holds the Chartered Alternative Investment Analyst (CAIA) and Energy Risk Professional (ERP) designations and is a member of the
Boston Security Analysts Society
Holds dual degrees in economics and history with a concentration in East Asian studies from Emory University
Has prior experience in positions at LPL and Bank of America
