Manages evaluation, selection, and dissemination of research in the small- and mid-cap asset classes
Conducts research and due diligence on exchange-traded products
Responds to advisor inquiries on various investment topics, including asset allocation, mutual funds, exchange-traded funds, and separate account managers
Holds FINRA Series 7, 24, and 63 securities registrations and the Certified Investment Management AnalystSM (CIMA®) designation
Holds a BS in management from Quinnipiac University
Has prior experience in positions at Signator Investors and Putnam Investments
