Truvvo Partners Aug 2017 - Jun 2019
Director
Roundtable Investment Partners Aug 2017 - Jun 2019
Director
Baron Capital Group, Inc. Sep 1, 2013 - Aug 2017
Director, Ria and Family Office Group
Baron Capital Group, Inc. Apr 2011 - Sep 2013
Investment Specialist
Baron Capital Group, Inc. 2008 - Apr 2011
Associate, Portfolio and Risk Analytics
Education:
Nyu Stern School of Business 2004 - 2008
Bachelors, Bachelor of Science, Marketing, International Business
Skills:
Series 7 Mutual Funds Series 63 Securities Hedge Funds Investment Management Investment Advisory Investments Wealth Management Fixed Income Equities Asset Management