With Apriem Since 2021
Responsibilities: Assists our investment team with portfolio administration, investment research, market research, and portfolio evaluations on a daily basis.
Thinking Outside the Box: An innovator at heart, he has been known to respectfully question tradition in an effort to find a more efficient and effective path across the finish line.
Passion: He is passionate about financial markets. As an intern, he had the opportunity to manage three portfolios. Looking back, he realizes that that experience turned his attention toward the lifelong benefits, tools, and financial freedom that can be passed on to the clients we serve.
Life Experience: Growing up, he was surrounded by a big family who instilled in him to do his best in everything that he does. He has followed their advice throughout his life, which has shaped who he is today.