I currently work as a Portfolio Manager in the Wealth Management industry. In this capacity, I study and explain asset allocation, investment selection, and risk management to our clients. I am a CFA and CAIA charter holder, passing all 3 CFA levels and 2 CAIA levels on my first attempt. I've gotten to see and apply the CFA concepts in practice, so I understand how important the CFA credential is in the investment management field.

I have a passion for education and would love the opportu...