I am a senior analyst at GC Wealth, providing holistic investment and risk management solutions for entrepreneurs, executives, and their families. I construct customized investment portfolios to meet clients' unique needs, including income generation, capital appreciation, philanthropic objectives, and generational wealth transfer. I focus on all asset classes including equities, fixed income, alternatives, and private equity/venture.

I bring 12+ years of experience from J.P. Morgan, First Republic Bank, UBS, and AllianceBernstein, where I worked primarily with high-net worth clients based in the Bay Area.

I am based in San Francisco and graduated from UC Berkeley with degrees in Economics and Applied Mathematics. In my free time, I enjoy golf, basketball, and biking across the Golden Gate Bridge.