Wealth/Assest Managment Associate
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A highly motivated and results-oriented investment consultant with a strong academic background in finance and economics (Pace University, expected graduation May 2025). I possess practical experience in asset management and portfolio construction, honed through internships at Morgan Stanley and AMG Funds, and my entrepreneurial venture, Donachris (T&M). My entrepreneurial drive is evidenced by creating and implementing systematic investment processes, focusing on portfolio construction and risk management in equity markets (Value Strategy).
My skills include financial modeling, in-depth market research and analysis, identifying investment opportunities, and assessing economic impacts on portfolio performance. Holding both Series 66 and SIE certifications, I am adept at navigating securities regulations and providing informed client guidance. I am eager to leverage my skills and experience to contribute to a dynamic and challenging role within the financial industry.
My professional experience includes internships at Morgan Stanley and AMG Funds, where I gained practical experience in asset management, portfolio construction, financial modeling, and market analysis. I also founded and managed my own entrepreneurial venture, Donachris (T&M), focusing on systematic investment processes. My roles involved client interaction, report creation, and target list expansion.
My most relevant education is a Bachelor of Business Administration in Finance with a minor in Economics from Pace University's Lubin School of Business (I expect to graduate in May 2025).
