I am an Investment Associate responsible for conducting ongoing client portfolio reviews, executing necessary investment changes, and providing portfolio management support to the advisory team.
The people! Collaborating with a passionate and knowledgeable team toward a shared goal is incredibly rewarding.
Dedicated, insightful, and strategic.
I appreciate great stand-up comedy, whether live or streamed, but a road trip with my buddies to catch a show in an iconic club makes for an unforgettable experience.
I love music and enjoy playing guitar and ukulele. On the weekends, I try to squeeze in a round of golf with friends and spend quality time with the family. I also spend a few hours each month on the sporting clays course at Bull Run Shooting Center. I would never turn down an opportunity to travel with my brothers and grandparents for a fly-fishing adventure wherever the fish are biting.
Coffee! "On the rocks, shaken not stirred!"
I have lived in the Commonwealth of Virginia my whole life.
My favorite movies are O Brother, Where Art Thou? and The Iron Giant.
Night owl. Unless I have an early tee time or a Formula One race to watch.
I'll try and likely enjoy anything that a sushi chef puts on a rice ball. When it comes to food, my comfort zone is more like a comfort universe, though bugs of any kind lie outside my cosmic horizon.
