Involved in all quantitative and qualitative aspects of the client relationship, providing asset allocation modeling and other analytical support
Previous Experience: Product management associate at Grantham, Mayo, Van Otterloo; shareholder services associate at GMO; associate financial advisor at Oppenheimer & Co; ETF services senior associate at State Street
M.B.A from the Carroll School of Management at Boston College; B.A. in economics with a history minor from the Morrissey College of Arts and Sciences at Boston College