My desire to work one-on-one with each unique client led me to wealth management. Being able to guide and educate clients on investment strategies and global markets is extremely rewarding. With 26 years of investment experience, I have a strong focus on portfolio management and articulating our investment strategies.
Caprock’s non-negotiable integrity and objectivity originally drew me in. I enjoy having access to our top-tiered managers in various asset classes and providing those opportunities to our clients. Helping families diversify and align their portfolios to suit their individual needs is the most gratifying part of my work.
About Me
Joined Caprock
2010
Location
Seattle
Education
MBA in Analytic Finance and Accounting – University of Chicago Booth School of Business
B.A. in Economics – University of Michigan at Ann Arbor
Boards or Association Memberships
CFA® charterholder
CFA Institute and CFA Society of Seattle – Current Member
University of Washington Bothell School of Business – Adjunct Professor in Finance
Seattle Alternative Investment Association – Former Board Member
Interests
Basketball
