Education

Bachelor of Science Degree Finance / University of Delaware

Bio

I joined the KFN team in the summer of 2021 and hit the ground running. Passing the Series 7 and Series 66 during my senior year of college provided me with an early introduction to the Wealth Management industry. Currently, I focus on adding value to the firm as a research analyst while staying connected to the planning side by managing client household relationships. A few years ago, I made the commitment to pursue the Chartered Financial Analyst (CFA®) designation, and I am proud to have successfully completed both Level 1 and Level 2 of the program. Earning the CFA designation will further enhance my analytical expertise and investment judgment. I graduated from the University of Delaware with a degree in Finance, complemented by minors in Economics and International Business. Now living in Hoboken, I frequently spend weekends in New York City. In my free time, I enjoy lifting weights, running, and playing golf with friends.

Credentials