New York City Metropolitan Area
Incoming MBA @ The Wharton School ‘28 | Previously Quantitative Portfolio Construction & Advisory @ Citi Private Bank. Background in UHNW/Family Office quantitative portfolio advisory, alternative investments research, and Chief Investment Office initiatives supporting strategic priorities across Citi Private Bank.
Assistant Vice President, Global Investment Lab (Quant Portfolio Construction & Analytics) • Co-led quantitative portfolio modeling and investment consulting across ~$5B in AUM, advising C-suite executives, large family offices, foundations, and endowments within Citi Private Bank’s South region. • Authored and presented client investment pitch-books for $5BN+ in multi-asset portfolios, integrating portfolio allocation comparisons, market exposure data, scenario analyses, liquidity modeling, private-investments pacing, and risk-return attribution. • Generated over $600MM in net-new-investment assets (+150% of target). • Served as Head of AI Strategy for the North America Lab team.
Analyst Program, Citi Global Wealth 1. Private Equity & Real Estate Research: Sourced, diligenced, and structured private equity and real estate investments for UHNW clients; evaluated fund managers, conducted investment due diligence, and supported product positioning and distribution across Citi’s global wealth platform. 2. Chief Investment Office (CIO) – Strategy & Execution: Worked within the Global CIO’s Chief of Staff function to support investment oversight and firmwide initiatives; developed competitive intelligence across leading asset managers and contributed to strategic priorities across a $500B+ client platform. 3. Associate Banker – Law Firm Group: Partnered with investment, lending, and planning teams to deliver integrated banking and wealth solutions to top American law firms and UHNW attorneys; supported client strategy across capital markets, credit, and portfolio construction.