I am responsible for developing customized investment portfolios for my clients based on their unique parameters for risk, return, liquidity, and other factors. After taking the time to listen to my client’s objectives and to understand any tax, legal, and personal considerations, I then structure a diversified portfolio in keeping with the client’s asset allocation plan. I continually monitor and periodically rebalance clients’ portfolios to reflect their evolving needs and to pursue new investment opportunities. I hold an MBA in finance from the Anderson School of Management at the University of California Los Angeles and a bachelor’s degree in business administration from the Marshall School of Business at the University of Southern California. I am a CFA® charterholder and a member of the CFA Society Los Angeles.