Experience

I’ve built a strong foundation in investment management through my rigorous undergraduate finance program and comprehensive summer internship opportunities. My extracurricular involvement at Stetson has solidified my belief in a team approach to wealth management.

• Chief Investment Officer of the Roland George Investment Program
• Stetson CFA Competition Team, 1st Place in Florida’s CFA Research Challenge
• NBIC Investment Banking Competition, Top 10% finisher at global finals

Education

Bachelor of Business Administration in Finance from Stetson University; graduated Magna Cum Laude

Credentials

Securities Industry Essentials; CFA in progress

Tell us about your career experiences and what led you to DVI:

My involvement with Stetson’s Roland George Investment Program (RGIP) led me to realize that I could use my passion for market analysis and investment research to help people protect and grow the wealth they’ve built throughout their lives. I am drawn to DVI because I align with the firm’s investment philosophy and approach to risk management, and I’m excited to contribute to DVI’s relationship-centered approach to helping our clients.

What values drive your personal and professional lives?

I have always been driven by wanting to help and support other people. I try to approach all areas of my life with discipline, integrity, and humility.

What do you enjoy doing in your free time?

Though I always look forward to visiting my family and hometown of Burlington, Connecticut, I’ve really enjoyed the abundance of sunshine since moving to Orlando to join DVI. Many of my friends from college are in the area, and there’s never a shortage of recreational things to do, including golf, riding motorcross, and exercise.