As a Research Analyst, I conduct diligence on managers and co-investments across all private strategies, including venture capital, growth equity, special situations, and buyout. My work includes deal analysis, writing investment memorandums, and broad market research to identify investment trends and opportunities within private assets.
My Experience
I have been on the Research Team at Fiduciary Trust International since 2021. Prior to joining FTI, I was an Associate at Bank of America Merrill Lynch, where I gained exposure to investment management and commercial credit.
Education
- Davidson College, Bachelor of Arts in Economics
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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!