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Investment Advisor Portfolio Manager
Investment Advisor Portfolio Manager
New mentor!
Member since 2026
  • Chattanooga
  • Sydney
  • ,
  • Charlotte
  • ,
  • New York City
About the mentor

In my most recent role, I served as a Portfolio Manager and Research Analyst at an independent SEC-registered RIA. Previously, I spent a decade working as an institutional equity research analyst at Credit Suisse and Guggenheim Securities in New York, NY. I also previously advised consumer packaged goods companies on investor relations and pre-IPO strategy at a communications firm. I began my career in investment banking and mergers & acquisitions. I earned the Chartered Financial Analyst (CFA) designation in 2012.

Expertise
  • Investment Banking
  • Equity Research
What is WSO Academy?

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Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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