Qualifications
I have over 20 years of experience in the financial industry, most of that spent working and learning on Wall Street. My experience as an equities and quantitative analyst as well as a domestic and international portfolio manager helps me to analyze securities and industries both from the bottom up and top down. I've also built tools to help clients evaluate their portfolios that has placed me in front of hundreds of users, giving me unique insight to a number of investment strategies and methodologies.
I hold the series 7 and 66 licenses and the New York State Life, Accident & Health Insurance license and am registered with the Nationwide Mortgage Licensing System (NMLS). In addition, I hold the Chartered Financial Advisor (CFA) designation.
BA from Boston College in Mathematics and Secondary Education.
MBA from Georgetown University with studies at Oxford University focused on Finance.
Chartered Financial Analyst (CFA)
Personal
I grew up in upstate New York but have lived over the years in Boston, Washington DC, England and New York City. I've returned to my roots and currently live in Saratoga Springs, NY with my husband and two sons.
