I specialize in leveraging best-in-class data sources and conducting in-depth analysis to support boutique advisory firms in managing their clients’ wealth. My work focuses on creating robust processes for investment committees, enabling them to optimize portfolios and effectively manage risk. I also provide sophisticated reporting solutions that deliver a comprehensive view of portfolio positioning and exposure. With extensive experience consulting for investment committees and family offices—and having served as an investment committee member myself—I bring a deep understanding of governance and strategic decision-making in wealth management.