Skills & Additional Information

  • Strong written and verbal communication abilities. Ability to adapt to changing situations with ease.
  • Ability to perform in a fast-paced, time-sensitive, and dynamic environment while preserving strong attention to detail.
  • Demonstrated ability to use good judgement and the highest standards of ethical decision making.
  • Working knowledge of Microsoft Products (Excel, PowerPoint, Word), Thomson Eikon, Bloomberg, FactSet
  • Multiple appearances on CNBC to discuss markets and my portfolio as a retail investor in college.
  • NYU Stern School of Business Advanced Valuation Certificate.
  • I am a Level 1 Candidate in the CFA Program.
  • I’ve read every Warren Buffett letter since 1957
  • Recent Reads: The Psychology of Money, Why We Sleep, The Most Important Thing (Howard Marks), Atomic Habits, Fooling Some of the People All of the Time.