My passion for investing started at a young age listening to my father and grandfather discuss the stocks. My interest continued through my schooling leading to a career focused on investing for institutional portfolios. I have gained experience working performing due diligence on fund managers as well as guiding investment committees in constructing portfolios. I have been fortunate to work in a field, investing, that I have been passionate about from a young age at a firm where I can directly impact the long-term success of my clients. I have spent the bulk of my investment career at Crewcial Partners (formerly Colonial Consulting). At Crewcial Partners, I held a variety of roles includ