As a Director and Registered Investment Advisor, I have over 15 years of experience in the finance industry, with a focus on investor relations and program management. I currently work at Director, where I manage relationships with institutional and high-net-worth clients, and oversee the development and implementation of customized investment strategies. Previously, I was a Director at Locust Street Partners LLC, a boutique advisory firm, where I provided strategic and financial guidance to clients across various sectors and stages of growth. I also have experience as a Vice President at Mount Lucas Management, a global macro hedge fund, where I was responsible for marketing, client service, and product development. I have a BA in Classical Studies from Dickinson College, and an MBA in Finance from the University of North Carolina at Chapel Hill. I have also obtained the Series 7 and 63 certifications from FINRA. I am passionate about delivering exceptional service and value to my clients, and leveraging my diverse skills and background to contribute to the success of the team and the organization. I am always eager to learn new things, explore new opportunities, and collaborate with talented and driven professionals.