I hold the position of Vice President, Senior Advisory Relations at Parnassus Investments, a mid-size asset management firm located in San Francisco, California. My role encompasses the management of client relationships, starting from initial prospecting through ongoing servicing. I am tasked with communicating our portfolio positioning, performance attribution, and providing our economic and market outlook to financial advisors based on the East Coast.
Prior to joining Parnassus, I worked at LPL Financial, the largest independent broker-dealer in the country. I started my career there right after college and right before the start of the global financial crisis. I held several roles including Platform Analyst and Assistant Vice President, Business Management.
I did my undergraduate at San Diego State University where I majored in business administration with a concentration in financial services. I am also a CFA Charterholder and a member of the CFA Society of North Carolina.
Born in San Diego, I spent all my life in California until making the move to Durham in 2021. I currently reside there with my wife, 4-year-old son, and our dog.
