As an Investment Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. I also research and analyze potential investment opportunities for our Investment Policy Committee. Before joining Agili, I worked at Legacy Advisors as its Senior Research Analyst. At Legacy, I conducted investment manager due diligence, sourced investment strategies and developed strategic asset allocation models. Prior to my time at Legacy, I was a Senior Listings Analyst at the New York Stock Exchange (NYSE) in lower Manhattan.
- Bachelor of Science in Finance, University of Scranton
- Master of Business Administration – Finance, Villanova University
One of my big dreams is to visit all 50 U.S. states.