I have worked in financial services since 2008. I began my career at Highland Associates, where I provided investment management, portfolio analytics, and risk assessments for institutional clients. In 2012, I joined Merrill Lynch Wealth Management. Within Osborne & Associates, I apply my analytical skills in creating customized client portfolios for institutional and high-net-worth clients. My primary responsibilities are building and maintaining client portfolios to reflect client objectives, risk tolerance, and liquidity requirements. I draw upon the research capabilities of BofA Global Research in conducting analysis of investment opportunities, assessing a variety of asset classe