I'm a Senior Analyst at GC Wealth, where I partner with clients to build personalized investment solutions through portfolio construction, investment analysis, and research. I focus on areas including liquidity planning, managing concentrated stock positions, and comprehensive balance sheet management. 

I bring a decade of experience to GC Wealth. Most recently, I built portfolios with clients as an Investment Associate at J.P. Morgan and, prior to that, helped develop tailored investment strategies as an Associate Director at First Republic Private Wealth Management. I began my career at AllianceBernstein, a global asset management and wealth management firm. 

My foundation is rooted in a quantitative background, holding a degree in Financial Mathematics and Statistics from the University of California, Santa Barbara, and I am a Chartered Financial Analyst (CFA) Charterholder. This quantitative foundation, combined with my experience working with clients ranging from founders, executives, and early-stage employees to families, allows me to deliver institutional-grade analysis while maintaining a personal approach to each client's unique objectives. 

Outside of work, I stay active through skiing and playing sports like basketball and golf. I also volunteer at The Peninsula College Fund, where I mentor first-generation college students.