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.

Education:

  • 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.