Portfolio Manager, Investment Management and Research
Helps oversee Commonwealth’s Preferred Portfolio Services® Select program and the Commonwealth Model Portfolios
Assists with asset allocation, security selection, and ongoing portfolio monitoring
Holds the Chartered Alternative Investment Analyst (CAIA) and Energy Risk Professional (ERP) designations and is a member of the Boston Security Analysts Society
Holds the FINRA Series 7 and 66 securities registrations
Earned dual degrees in economics and history with a concentration in East Asian studies from Emory University
Has prior experience in positions at LPL Financial and Bank of America
