As a Portfolio Consultant working with Wayfinder Capital I have the opportunity to challenge myself creating tailored and customized investment strategies for the affluent clients who place their trust in the Wayfinder Capital team. I’ve worked diligently over my 15-year career to gain credentials and education that separate me from the pack as an experienced and accredited portfolio manager. I’ve earned my CFA® and MBA all while managing millions of dollars in client assets during some of the most challenging markets in modern history. I have experience in hedging strategies and have become an options expert, even teaching options trading courses outside of market hours.
As a Certified Financial Analyst™ I have training in numerous strategic disciplines and have put into practice the building of complex financial data analytics systems that are proprietary and designed to uniquely benefit the investment strategies implemented for clients. My passion for investing and analysis has truly broadened my understanding of financial services and the enormous benefit professionals like myself and the team at Wayfinder Capital can deliver to clients.
My personal passions are centered around family and volunteering my expertise to organizations I believe in. I’m a coach for the local hometown wrestling team, and I’ve also been a keynote speaker at my alma mater the University of Florida “Go Gators!”