Professional Biography
Staying calm and sticking to fundamentals matters more than chasing trends.
How do you describe what you do?
I help clients build portfolios that work for them. From digging into fund research to sitting down and talking through your goals, I make sure your investments stay aligned with where you want to be - both now and in the future.
What's next for you professionally?
I'm working towards my CFA charter to really sharpen my technical knowledge. The goal is to combine that expertise with building genuine connections, helping clients feel confident and clear about their financial future.
What's your area of expertise?
My expertise is in private equity and passive investments. I enjoy doing the deep-dive research and understanding how different funds are managed so I can identify high-quality opportunities for our portfolios.
Do you have a significant experience that your clients would want to hear about?
Starting my career during market volatility taught me that staying calm and sticking to fundamentals matters more than chasing trends.