As a Portfolio Manager I am an active member of MSR’s Investment Policy Committee and communicate daily with my clients. I am outgoing, personable, curious and quantitative by nature. I have a deep knowledge of holistic wealth management, equity research and the RIA landscape. I strive to bring a client-centric attitude to all my various responsibilities. I aim to add depth to MSR's equity research process as a CFA Charterholder. I also analyze weekly changes in AUM allocation, create model portfolios, and evaluate volatility for stop loss order precision. In my research, I focus on sector and factor exposures, macro-economics, relative value screens, and ESG. Over $100m+ has been investe