As Managing Director, Portfolio Manager, I oversee the investment side of client relationships including working directly with clients to develop portfolio asset allocation, diligently monitoring client portfolios and developing and preparing client Investment Policy Statements.
My Experience
I was previously in the Investments Group at a commercial real estate investment trust in New York. In this role, I evaluated and underwrote debt and equity investment opportunities across all major property types including office, multifamily, lodging and retail.
Education
- Master of Business Administration, Darden School of Business, University of Virginia
- Bachelor of Business Administration in finance, University of Massachusetts Amherst
Financial Credentials
- CFA charterholder
- Series 7 and 63 licensed
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!