Facilitates due diligence and research activities on real asset-focused investments (commercial real estate, commodities, infrastructure, and natural resources)
Is a Chartered Financial Analyst®(CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 7 and 63 securities registrations
Earned a bachelor's in business administration from California State University, Chico, and a master's in finance from San Diego State University