A seasoned investment professional with twenty-four years of experience, including fourteen years as a risk taker in alternative asset management, five years in investment banking and five years in private wealth management. I began my career in the financial industry as an M&A banker and equity research analyst as part of Lehman Brothers’ analyst and associate programs. I transitioned to the buy-side of the industry in 2004 by joining Citadel as a Senior Analyst before being promoted to Managing Director of Citadel’s Principal Strategy Group. I subsequently served as a Portfolio Manager at several multi-billion-dollar boutique hedge funds before relocating my family to Southern California and transitioning to private wealth management in 2019. I now serve as Beacon Pointe Advisors' Deputy Chief Investment Officer.
Listed skills include Alternative Investments, Fixed Income, Portfolio Management, Financial Modeling, and 16 others.