I help advisors develop and manage proprietary quantitative strategies by fusing together behavioral finance, fundamental and technical analysis. I hold the Chartered Market Technician and Chartered Financial Analyst professional designations. I am a co founder of WealthShield and Emerald Investment Partners, LLC. I earned a bachelor’s degree from the University of North Carolina-Chapel Hill. I am also a former board member of the CFA Society North Carolina and the Market Technicians Association's.