Oversees asset allocation, fund selection, and overall management of Commonwealth’s discretionary platform, Preferred Portfolio Services® Select
Holds FINRA Series 7, 24, 31, 53, and 66 securities registrations
Holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA) designations, as well as the CERTIFIED FINANCIAL PLANNER™ professional certification, and is a member of the Boston Security Analysts Society
Holds a BS in industrial economics from Union College
Has prior experience in positions at Albany International and Kestner Engineers
