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
Upcoming Events
7
Mar
The American College of Trust and Estate Counsel
We are proud to sponsor the 2026 ACTEC Annual Meeting
We look forward to connecting with you in Tampa!