I work with founders and business owners to minimize tax, manage investment strategy, and plan their personal finances. I also serve as an adviser to family enterprises, early-stage startup technology companies, and am involved with the CFA Society in New York and Los Angeles. I’ve led my firm Keystone Global Partners in winning multiple awards, including the 2022 PAM Award for "Best Private Wealth Manager Under $5bn."​ My role at the firm includes leading our Investment Committee, portfolio management, investment diligence, and asset allocation. My past experience has been focused on wealth management, equity research, portfolio management, and corporate finance.