Manages evaluation, selection, and dissemination of research in the small- and mid-cap asset classes
Conducts research and due diligence on exchange-traded products
Responds to advisor inquiries on various investment topics, including asset allocation, mutual funds, exchange-traded funds, and separate account managers
Holds the Certified Investment Management Analyst®(CIMA®) designation and the FINRA Series 7, 24, and 63 securities registrations
Earned a BS in management from Quinnipiac University
Has more than 17 years of industry experience including at positions at Signator Investors and Putnam Investments
