ADVISOR, CFA®, FRM®
MY FINANCIAL SERVICES CAREER BEGAN IN 2015
I consider myself fortunate to have been raised by financially responsible parents who instilled in me the importance of financial independence from an early age. Over the past decade, I’ve had the opportunity to work across the financial industry from multiple angles, including institutional investment consulting and alternative asset management.
Today, I’m grateful to apply that experience to help individuals and families navigate their financial lives with confidence. Whether developed early or discovered later, financial independence is empowering and it’s never too late to start building a path forward.
MY PRIVATE VISTA
My Private Vista is rooted in being a lifelong learner. Right now, that often looks like navigating life in a house full of boys, my husband and our two young sons, ages three and one. Between picky eating, potty training, and the occasional toddler tantrum, you’ll usually find us out walking with our pup, Naya, playing at the nearest playground, spending time with friends, or dancing around the house to whatever song our three-year-old is insistent on. Somewhere in the mix, I try to sneak in a workout, too. Travel has always been an important part of my life. Having explored places like Spain, Portugal, Italy, and Russia, I’m excited for the day our boys are old enough to discover the world with us and experience new cultures firsthand. Ultimately, my Private Vista is to raise open-minded children who embrace being lifelong learners whether through formal education, travel, or one day growing families of their own.
COMMUNITY
Member, CFA Society of Chicago
EDUCATION
Bachelor’s degree in Mathematical Sciences, DePaul University
Minor degree in Finance, DePaul University