Navigate the ever-changing landscape of global markets with professional analysis that cuts through the noise. Weekly perspectives on investment trends, economic data, and market opportunities.
I'm a seasoned investment professional with over 8 years of experience in financial services, currently serving as an Investment Associate at WE Family Offices in Miami. My expertise spans both public and private market investments, with specialized knowledge in alternative investments and risk management.
My professional credentials include the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) charter, reflecting my deep commitment to excellence in investment analysis. I hold additional CAIA microcredentials in Real Estate and Private Debt, demonstrating specialized expertise in alternative asset classes.
My career journey includes roles as Director of Research at Crystal Capital Partners and Risk Analyst at Mutual of America Financial Group in New York, where I honed my skills in portfolio analysis, risk assessment, and client service. I hold a Bachelor of Science in Economics from Florida State University.
Through Weekly Kaleidoscope, I combine rigorous quantitative analysis with strategic market intuition, examining investment opportunities through multiple lenses—much like a kaleidoscope reveals different patterns with each turn. My goal is to transform complex market dynamics into clear, actionable insights that empower informed decision-making across both traditional and alternative investments.
Connect with me on LinkedIn for weekly market analysis, alternative investment insights, and professional discussions about navigating today's evolving investment landscape.