What I do here:
My role is to oversee the investment process while working closely with both our internal investment team and external investment committee.
Why I love my job:
Because no day is ever exactly the same, I like being challenged and strive to continually learn new things. I also enjoy helping others and teaching others the lessons that I have learned from my experience and education. Finally, I believe strongly in teamwork and it is truly a privilege to be working alongside the amazing team at First Ascent.
I have worked in the financial services industry for 14 years beginning in 2005 at Mt. Yale, where I served as an investment analyst. In 2007, I joined Envestnet|PMC where I served in various positions in consulting, product and portfolio management. Most recently, I served as Senior Vice President, Portfolio Management, where I was responsible for developing and managing various discretionary portfolios for our clients. Throughout my career, my focus has been on working closely with financial advisors to help them meet their clients’ objectives and goals.
(For more information, see ADV-2B brochure supplement)
BS, Business Administration, University of Colorado
CFA Charter Holder
Where I come from:
I am a Colorado native, having grown up in Lakewood.
A Little Personal:
I enjoy being able to take advantage of the mountains in Colorado and enjoy escaping for a weekend camping trip or hike with my wife and two amazing daughters.