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
12
Jan
The 60th Annual Heckerling Institute on Estate Planning
Please visit us at Booth #323.
We look forward to connecting with you in Orlando!