United States
As SVP, Chief Investment Officer, I lead the development and management of scalable investment platforms and the delivery of tailored investment solutions and services for wealth and retirement plan clients. With 15+ years of experience and the CFA®, CAIA®, FRM®, and CIPM® designations, I bring expertise in manager research, model portfolios, alternative investments, investment platform development, and investment compliance. I am passionate about solving challenges faced by advisors and their clients through practical, actionable advice and solutions. I’ve led initiatives to grow assets under management by aligning investment strategies with evolving client needs, while maintaining a strong focus on fiduciary standards and regulatory requirements. Collaboration and clear communication are central to how I support advisors in delivering preferred outcomes for their clients. In 2025, ThinkAdvisor selected me as a Luminaries Awards Finalist for Chief Investment Officer of the Year. I also teach a graduate-level wealth management course, provide market and economic commentary, and speak at industry events—staying engaged with industry trends to help advisors navigate complex markets effectively. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC. (Member FINRA/SIPC). World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
FINC 525: Wealth Management and Personal Hedging