I lead our firm’s alternative investment program and specialize in sourcing, diligence, and education on various investment strategies such as private equity, private credit, hedge funds, and real assets. I have served as a key member of our alternatives investment committee since its inception, helping to develop one of the industry’s most robust investment programs. Managers have described our investment due diligence process as one of the strongest in the industry.
I also work closely with ultra-high- and high-net-worth individuals. I enjoy helping my clients with investment strategy opportunities and portfolio construction through a customized approach that best suits their investment goals and objectives.
My deep passion for financial markets and the economy has led me to a career in investment research, and I thoroughly enjoy the complexity and ever-changing nature of this business.
I belong to the CFA Institute, the CFA Society of San Diego. I earned my B.A. from Oakland University.
I enjoy spending time with my wife, Alexandra and our son, Dominik. I’m an avid sports fan and actively play hockey and tennis in my spare time.