Education

Bachelor of Science Degree Finance / University of Delaware

Bio

Since joining the KFN team in 2021, I’ve developed a passion for combining fundamental investment research with personalized wealth management. As a Research Analyst, I focus on evaluating investment opportunities and supporting the firm’s portfolio management decisions, while also maintaining meaningful relations with the clients we serve. My interest in wealth management began during my time at the University of Delaware, where I earned my degree in Finance with minors in Economics and International Business. During my senior year, I passed the series 7 and Series 66 exams, laying the foundation for my career in the industry. With a desire to further enhance my analytical expertise and investment judgment, I went on to earn the Chartered Financial Analyst (CFA) designation. Outside the office, I reside in Jersey City and enjoy spending my weekends in New York City. In my free time, I enjoy lifting weights, running, and playing golf with friends.

Credentials