As a portfolio manager at BSW Wealth Partners, I build and maintain BSW client portfolios. My primary role is to ensure portfolios are running efficiently while serving my clients to achieve their life goals. With the focus on public equity markets, I work hand in hand with BSW’s director of public investment providing analytical and quantitative support.
Prior to joining BSW, I worked at an RIA in Las Vegas servicing high-net-worth individuals and their families. I specialized in client servicing, equity research, and portfolio construction.
When not managing portfolios, I spend most of my time with my wife Anna and our newborn son Anthony. As a former Division I athlete, I enjoy spending my weekends on a tennis court or hiking beautiful Boulder trails.
Education, Accreditation, Leadership and Service:
BS, Loyola Marymount University
MS, University of Southern California