I hold a BA (Hons) in Economics from the University of Essex in England. I hold a Master’s degree in Law (MA) from City University London, which is now part of the University of London. I am a qualified Barrister-at-Law, having completed my professional legal training at the Inns of Court School of Law, which later became part of City University London and is now incorporated within The City Law School at City, University of London. I am a Chartered Alternative Investment Analyst (CAIA) charter holder, a Financial Risk Manager (FRM), and have passed Levels I and II of the Chartered Financial Analyst (CFA) Program. I have also passed the Series 7, 63, 65, 86, and 87 (FINRA licenses).
I was a discretionary bond trader with Atlantic Bank of New York (now Flagstar Bank) from 1997–2006. I then worked as a trader at Bank Leumi, later becoming an investment product specialist (2007–2013), in which role I trained financial advisors across the country.
I subsequently worked within two separate family offices. In the first role at Agora (2013–2015), I was the senior analyst responsible for selecting and analyzing investments for our clients. We managed over $600 million. In the second family office, Ariav Capital (2015–2016) (AUM $100 million+), I was a portfolio manager.
I have also held various roles within two RIAs: Rejoyce Wealth Management (2018–2019) and Mid-American Wealth Advisory Group, Inc. (2021–2022). I now manage portfolios at Your Choice Financial.
Lastly, since 2017 I have tutored hundreds of financial professionals across a range of subjects, including the CFA Program Levels I and II, the CAIA Levels I and II, and the FRM Parts I and II, as well as the SIE, Series 7 Top-Off, Series 65, Series 66, and Series 86 and 87. I have also taught students in alternative investments, risk management, and trading.