As a Portfolio Manager and Investment Analyst at Arthur Stein Financial, my primary responsibilities include investment research, fund and strategy research, helping to set the firm's strategic asset allocation, managing all client investment portfolios, and trading.
I have been working in the financial services industry for over 11 years. Before joining Arthur Stein Financial, I worked at Morgan Stanley and Point72 Asset Management, gaining valuable experience in investment analysis and portfolio management. I am motivated by studying the financial markets, the US and global economy, and macro factors and using that information to make financial decisions. I like helping individuals and families feel secure about their financial future and setting them up for success by being diligent about the management of their investments.
I obtained the Chartered Financial Analyst (CFA) designation in 2018, which has helped me develop a deep understanding of investment analysis and portfolio management. I also obtained a Bachelor of Science in Finance from the University of Maryland, where I was named in the "Top 30 Under 30 Professionals" in 2019.
Outside of the office, I enjoy sports, American history, fishing, traveling, and playing the guitar.