cv

Portfolio and Trading Associate

• Architected end-to-end ETF launch strategy for four funds — defined problem structure, identified key stakeholders (LMMs, exchanges, market makers), and built operational framework from the ground up in a 6-person firm with no existing ETF infrastructure.
• Authored two institutional white papers articulating fund investment strategy, portfolio construction methodology, and risk framework; materials used directly in client acquisition and regulatory positioning.
• Led structured business development with institutional clients — diagnosed investor priorities, built tailored financial projections, and secured $40M in new investments in H1 2025; drove a 350% increase in marketing engagement and a 250% rise in reverse inquiries from Q4 2024 to Q2 2025.
• Manage investor relations across 2,000+ retail and institutional clients; partner with C-suite (CIO, CEO, CCO) to develop and distribute pitchbooks, fund updates, and externally-facing strategy materials.
• Oversee $600M AUM across 3 portfolios with the CIO; structure rebalancing decisions with the trading desk and broker-dealers, delivering 3% higher returns in Q1 2025 vs. Q4 2024 and 13% outperformance vs. the global stock index benchmark from Q3 2024 to Q1 2025.

Quantitative Analyst, Research & Technology

• Designed and executed systematic investment strategies across equities, bond futures, and commodities ($1.6B AUM); synthesized macro and quantitative signals to drive allocation decisions, achieving ~8% outperformance vs. benchmark (2022–2023) and 12% higher returns vs. target hedge fund indices in 2024.
• Identified operational risk through a self-initiated fund valuation audit; uncovered 50+ NAV pricing discrepancies, coordinated resolution across external administrators and internal teams, preventing $500K+ in restatement costs.
• Rebuilt investment models in Python 3, reducing processing time 97% (3 hrs to 5 min) and cutting execution errors by ~250%; produced client materials supporting a $500M new institutional mandate in 2022.

Summer Quantitative Analyst and Citi Early ID Participant

• Applied SQL, Python, and Bloomberg to quantitative analysis across a multi-asset portfolio; independently initiated and presented cryptocurrency market research as part of a new firm-wide intelligence initiative.

Master of Business Administration (MBA)

BS, Statistics & Machine Learning, Minor: Economics

• GPA: 3.78/4.00
• GMAT Focus: 705
• {"Relevant Courses"=>["Applied Machine Learning", "Modern Regression", "Probability Theory", "Statistical Inference"]}

President and Co-Founder

• Led an undergraduate research publication focused on economics.

President

• Led initiatives supporting Pittsburgh’s refugee community.

• CMU Leadership Award

• SWS Goldman Sachs Stock Pitch Finalist
• Citi Early ID Participant

• Questbridge Scholar