Experienced finance professional with a strong analytical foundation and a background spanning equity research, portfolio management, and wealth management. Over the years, I've held roles as an equity research analyst, director of research, portfolio manager, and wealth management advisor. I excel in equity research. I’m a passionate bottom-up investor, focused on primary equity research. My work has covered global equities across multiple sectors and market caps, and I have a proven track record of delivering outperformance across various market cycles. I consistently meet my clients investment objectives. I take pride in my interpersonal skills, working well with both clients and colleagues to meet strategic goals. I’m particularly skilled in helping clients understand the psychology behind money and wealth, building trust through empathy, confidence, and deep financial knowledge. I also enjoy collaborating with other advisors and industry experts to drive success.I’ve had the privilege of being mentored by two legendary members of Barron’s "All-Century" Team, Jack Bogle and Richard Driehaus, whose guidance has been invaluable in shaping my approach to investing.Currently located in St Helena, California. Loves pouring wine. Skills include: Fundamental Analysis, Financial Statement Analysis, Equity Valuation, Darts, Primary Equity Research, Financial Modeling, Technical Analysis, Portfolio Management, Objective and Tactical Asset Allocation, Client Education, Financial Planning, Blind Tasting.