Oversees the Equity Research team, which assists advisors with ongoing due diligence and analysis of equity-based mutual funds, exchange-traded funds, separately managed accounts, and individual securities
Manages the Preferred Portfolio Services® Select Equity Income SMA models
Responds to advisor inquiries on equity portfolio construction, individual equity research, and equity portfolio reviews
Is a Chartered Financial Analyst® (CFA®) charterholder
Earned a BS in finance from Lehigh University
Has prior experience as a research analyst at Loomis, Sayles & Co. and State Street Global Advisors in the U.S. quantitative group
