Diverse background in economic and market research, specializing in personalized portfolio management and investment strategy.
Previous experience at Morgan Stanley, applying market insights to optimize clients’ financial portfolios and investment outcomes.
Previous experience at Keybank specializing in mortgages, loans, and credit improvement strategies for clients.
Master’s degree in Finance from Niagara University
- Passionate about helping clients achieve financial goals through tailored strategies and insightful market analysis.
Born and raised in Buffalo, NY, enjoys golfing, bowling, and playing hockey.
