As the senior equity analyst for the investment research team, I lead the research and due diligence efforts related to equity strategies and serve as a technical resource for staff and clients on global equity markets. I provide thoughtful guidance and customized recommendations related to equity strategies across the market cap spectrum and geography. My clients are high-net-worth and ultra-high-net-worth individuals and families as well as foundations, endowments, and retirement plan sponsors.
With a tremendous passion around global financial markets, I was attracted to this career for the opportunities to focus my analytical abilities and help others achieve their financial goals. PMFA has been a great place for me to mentor and develop newer analysts, bring new individual and institutional clients to the firm, and provide insight and recommendations to our research and investment committees.
With more than 15 years of financial industry experience, I'm often asked to provide strategic updates on the state of the global economy and global equity markets. I also lead discussions around equity portfolio construction ideas and provide reviews of individual equity strategies.
I’m a member of the CFA Society of Detroit and the CFA Institute. I have a B.A. in international relations from Michigan State University and an M.B.A. in finance from the Crummer Graduate School of Business at Rollins College.
I enjoy spending time with my wife, Claudia, and our twins, Eric and Lauren. I also enjoy running, reading, and spending time with friends.