A Bit About Me

“This industry is obsessed with how to get more assets under management, I’m obsessed with ways in which we can grow clients wealth and strategies to get them closer to their goals”

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When I started in this business a decade ago, I was completely green. I had a rather good understanding of quantitative analysis, I traded currencies, but never managed money professionally. The dream was always to build a firm that would serve clients with integrity and excellence, I knew I needed to spend a few years at the top wall street firms to acquire the technical experience that I would need to do so.  It was exceptionally difficult to find a firm open to taking someone so young and inexperienced, especially immediately after the Global Financial Crisis. In 2012 I began my career at Merrill Lynch in Atlanta where I had the privilege and responsibility to work on a team that managed about $500 Million for families and institutions.  

After four years I was recruited to JP Morgan where I occupied the position of Vice President-Investments during which time I became a CERTIFIED FINANCIAL PLANNER and Certified Investment Management Analyst. Both designations, though rigorous, offered the opportunity to better serve clients.  

In 2018 I transitioned to Morgan Stanley where I was an Alternative Investment Director and Portfolio Manager focusing on tailoring investment portfolios for families and corporations based on their needs and longer-term goals. During that time, I enrolled in the Yale University MBA for Executives (Asset Management) 2-year Masters Degree to further hone my knowledge and skillset to better serve clients.

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After a decade, it was the right time to create Shadowbrook Private Wealth.