As an Investment Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. In addition, I assist our Investment Policy Committee with research and analysis of potential fixed income investment opportunities. As an undergraduate, I interned with a middle-market private equity firm in upstate New York.
- Bachelor of Science in Economics and Finance, University of Richmond
- Chartered Financial Analyst
When it comes to tiny moments, I enjoy soft music, fresh coffee, and the New York Times crossword on a Sunday morning.