I have 15+ years of experience in financial services with expertise in fixed income, private credit/distressed debt and hedge funds. I work with clients and portfolio managers to build portfolios that are tailored to specific needs and aligned with long-term capital preservation and growth.
My Experience
I spent 3 years in asset management working on a fixed income trading floor prior to spending about 10 years at Athena Capital Advisors focusing on credit manager research.
In my spare time, I volunteer with Read 718, a youth literacy non-profit based in Brooklyn.
Education
- Smith College, BA double major in Economics and Russian Literature, cum laude
- NYU Stern School of Business, MBA with concentration in Finance
Financial Credentials
- Series 65
Let's talk
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