● Specializes in complex estate and tax planning for ultra-high-net-worth client base● Proficiently manages diverse client portfolios, leveraging a comprehensive understanding of financial markets, alternative investments, and investment strategies to achieve optimal wealth growth and risk mitigation● Identifies new alternative investment opportunities through engagement in investor calls and evaluation of presentations● Delivers insightful performance tracking and reporting through quarterly client review decks, personal financial statement audits, and investment summary reports● Leads wealth forecasting analysis, employing advanced financial modeling techniques to provide actionable insights for strategic wealth planning, while fostering strong client relations to ensure their financial goals are met● Successfully ran and managed the 2023 AdvicePeriod Summer Internship Program● Spearheaded the firm’s charitable efforts through our corporate sponsorship of the non-profit Harlem Lacrosse