As a dedicated Investment Analyst, I specialize in identifying and evaluating potential investment opportunities for our largest clients. My expertise lies in conducting rigorous analysis through a multi-disciplinary approach that incorporates both quantitative and qualitative techniques. Committed to excellence and continuous improvement, I strive to deliver unique insights and actionable recommendations that seek to enhance portfolio performance and the long-term financial success for our clients.
My Experience
Prior to joining Fiduciary Trust International, I worked in a similar role at Athena Capital Advisors, a Boston-based multi-family office focused on ultra-high-net-worth individuals and institutions. At Fiduciary Trust International, I am responsible for sourcing, allocating and monitoring our investments across traditional growth and alternative asset classes.
Education
- Boston University, BA Business Administration
Financial Credentials
- Chartered Financial Analyst