As a strategist on the Plante Moran Financial Advisors investment research team, I specialize in strategy and portfolio construction, as well as solutions for managing concentrated stock positions. I collaborate with our team and investment committee to develop and implement portfolio strategies and serve as a technical resource for our clients and advisors on advanced portfolio construction topics.
Passionate about economics and capital markets, I frequently provide updates on current trends and their impact on portfolio strategy. I enjoy working to develop customized investment strategies for our clients tailored to their specific needs and providing solutions to help them achieve their goals.
I’m a member of the CFA Institute and the CFA Society of West Michigan. Outside of work, I enjoy spending time with friends and family, including my wife and our two young children.
