Joined Curi Capital
October 2022
Education
- BA in Economics, Occidental College
Accreditations
- Chartered Financial Analyst®
Affiliations
- CFA Institute, Member
- CFA Society Chicago, Member
- SecureFutures, Volunteer
Previous Experience
- Harbor Capital Advisors, Inc. – Senior Vice President, Regional Investment Consultant
- T. Rowe Price Group, Inc. – Vice President, Senior Intermediary Sales Consultant, Financial Institutions Group
- Baltimore Community Foundation – Community Investment Intern