Education
Fox School of Business at Temple University
Bachelor's Degree, Finance and Management Information Systems -Work Experience
Vanguard
Current
Vanguard
Skills
Summary
I'm an investment analyst in the Investment Strategy Group, Vanguard’s global team responsible for developing the firm's investment methodology as well as publishing proprietary research on a variety of investment, economic, and portfolio management issues. In my role, I have authored a number of research papers on various topics, including advice, portfolio rebalancing, spending in retirement, and costs. I regularly serve as an ambassador for Vanguard, speaking with clients and at client conferences on a range of investment topics. I'm also responsible for constructing Vanguard's ETF model portfolios, which provide financial advisors turnkey portfolio solutions, used on various asset management platforms. Prior to joining the Investment Strategy Group, I spent three years in Vanguard’s Portfolio Review Department, which oversees the institutional money managers responsible for Vanguard funds. My responsibilities included fund and market research, fund annual reviews, and plan lineup analysis for institutional investors.