I am an Associate, Client Relationship Manager for Moon Wealth Partners at Rockefeller Capital Management. My role includes portfolio research and construction with a focus in new asset classes such as crypto, AI, as well as emerging markets. My goals is to maintain a modern practice that is accessible to both current, and next generation clients.Prior to working at Rockefeller, I was a Wealth Management Associate at Morgan Stanley where I worked with teams of financial advisors on digitizing their practice by creating websites, posting on social media, and keeping up with client and prospect interaction.Before working at Morgan Stanley, I was a Partner Enablement Manager at One Network Enterprises. Here, I managed the integration of One Network's Logisitics Supply Chain software with their customers and partners.I attended Southern Methodist University where I received a Bachelor's Degree in History with a minor in Italian.