I have managed investment portfolios as a primary occupation since 2009, as well as overseeing my personal portfolio since 1996. I founded Magnifina to share my passion for investments with others, particularly those who had traditionally been overlooked by the finance industry.
Prior to Magnifina, I co-managed Bloomsbury Partners, a private investment company, and grew its assets to over $25 million. Before that, I was an Assistant Vice President on the foreign exchange trading desk at HSBC.
I hold a Master’s Degree in Economics from Queen Mary University of London, and a Bachelor’s Degree from Ithaca College, where I double majored in English Literature and Economics. Raised in Seattle, I am also an avid skier and sail regularly from North Cove in lower Manhattan.
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Specialties and Expertise
5
Portfolio Construction
Retirement Income
Alternative Investments
Tax Minimization Investment Strategies
Endowments & Charities
Clientele
6
Tech Employees
High Net Worth Individuals
Business Owners
New Investors
Startup Employees
Software Engineers
Credentials and Designations
1
Series 65 - Uniform Investment Adviser Law Exam
Job History
3
Sole ProprietorIndependent Investment Advisor2014-2019
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