Facilitates due diligence and research activities on real asset-focused investments (commercial real estate, commodities, infrastructure, and natural resources)
Holds FINRA Series 7 and 63 securities registrations and the Chartered Financial Analyst® (CFA®) and Chartered Alternative
Investment Analyst (CAIA) designations
Holds a bachelor’s in business administration from California State University, Chico, and a master’s in finance from San Diego State University
