Develop and implement investment strategies for high-net-worth individuals and familiesProvide investment management solutions across all major asset classes, prioritizing the preservation and growth of client wealth through asset allocation, security selection, and tax and fee efficiencyMaintain extensive knowledge of the markets and investment solutions so that we can create timely and tailored strategies to help meet our clients’ unique needs and objectives

Promoted to Portfolio Manager in 2019 after substantial increase in investment account responsibility due to proven advanced organization and communication skillsLead investment manager on 14 relationships with over $750 million in assets, while also providing investment support for additional familiesGuide and support client relationships through frequent communication regarding investment performance, account management, and other critical areas as neededProactively collaborate with internal and external teams across client network in order to ensure entire financial picture addressedPrioritize risk and compliance adherence through the continual monitoring and remediation of account exceptionsSelected to participate in firm's Rising Gen initiative which identifies and cultivates young professionals who display the potential to advance and lead in the future

Diligently reviewed trading positions, prices, and variances; identified and corrected errorsSubmitted trade tickets through Merrill MLX; assembled and reported daily trade activityCertified monthly brokerage commission accuracy alongside company CFOObtained Series 7 and 63 licenses

Investigated private equity fund activity and relayed insights for both firm and client useOriginated private equity reports, transaction summaries, and marketing materials for clients