As a Portfolio Analyst and Financial Advisor at Boston Premier Wealth, I specialize in investment management. With over 7 years of experience in the financial services industry, my primary responsibilities include portfolio management, investment due diligence, and providing clients with insight into the financial markets on an ongoing basis.
Driven by a passion for continuous learning and professional growth, I successfully obtained the Chartered Financial Analyst® (CFA®) designation. This prestigious designation has allowed me to deepen my knowledge and expertise in investment management, enabling me to better serve my clients at Boston Premier Wealth. Throughout my career, I have worked at various esteemed organizations, including Astrocyte Research, Bradley, Foster, & Sargent, and Byrne Financial Freedom. I obtained my Bachelor's degree from Bryant University, which laid the foundation for my journey in finance.
I am motivated by helping clients achieve their financial goals and feel financially secure. I find the most enjoyment in engaging with the macroeconomic environment and seeking investment opportunities for our clients. Additionally, I believe that being proactive in providing advice and guidance is the greatest value I can offer to my clients.
Originally from Lebanon, New Hampshire, I currently reside in Marshfield, Massachusetts. Apart from my work, I am actively involved in the Juvenile Diabetes Research Foundation and the Boston CFA Society. In my free time, I cherish being outdoors and spending time with family and friends.