Mar 2019 – Present
Asset Allocation StrategistFiduciaryVest, LLC
Jan 2008 – Present
Investment Research ConsultantInsightful Ideas, Inc.
Jan 2012 – Feb 2019
Manager of Investment ResearchFiduciaryVest, LLC
Feb 2002 – Dec 2007
Financial Analyst ConsultantInsightful Ideas, Inc.
Bachelors, Industrial and Systems Engineering
MBA, Finance and Investments
Santa Clara University
MULTI-ASSET INVESTMENT MANAGEMENT TEAM
Versatile investment professional that brings extensive knowledge of asset allocation, investment manager research, and investment portfolio construction to help institutional investors and retirement plan participants improve investment outcomes.