-> Quantified the tradeoff between tracking error and immediate tax gains for our Direct Indexing accounts -> Used internal Aperio research to create a set of recommendations for when to take the tradeoff -> Tasked with providing independent/unsupervised research for FP's, traders, and investment research team members as needed.

V02 PEAK: 83 ml/min/kgSome highlights include earning All-American honors (twice, USATF XC), and an invitation to compete at Nike's Outdoor Nationals (due to a spring '22 performance in the 2k-steeplechase that placed me as the 36th fastest prep runner in the United States). I trained under Shawn Wierick and alongside some of the best runners in the world. After twenty nine months combating long-Covid (Oct 2021 - Feb 2023), I chose to stop training competitively.