I’m a financial consultant with 15 years of experience helping investment teams make smarter, faster decisions. My background spans public and private markets, multi-asset portfolios, and reporting systems that support asset managers with billions under management.

As a CFA charterholder with a BA in Economics from Rutgers (magna cum laude), I’ve built my career at the intersection of analysis, operations, and communication. I’ve worked directly with C-suite leaders, portfolio managers, and data teams to uncover insights, automate reporting, and strengthen infrastructure—from daily risk analytics to quarterly commentary.

After years in institutional finance, I now work independently with clients across North America. Whether you need performance attribution, risk monitoring, or help untangling your reporting stack, I bring structure, clarity, and execution.

Based in the New York metropolitan area, I live with my wife, two kids, and our dog, Maple. When I’m not deep in a dataset or streamlining a report, I’m usually outside with my family, experimenting with BBQ, or exploring the trails nearby.