I graduated from Colgate University in 2010 with a BA in International Relations. Early in my career, I worked at the Institute for Energy Research—a think-tank in Washington, D.C., researching energy legislation and regulatory policy.
While I’ve always had a passion for economics and policy issues, in 2013 I switched gears and joined a start-up called Health Warrior, at the time a budding brand in the consumer-packaged goods industry. Working for Health Warrior allowed me to move to Colorado and for six years I worked in various sales, marketing, and finance positions to help our team build an incredible business.
When Health Warrior was acquired by PepsiCo in October 2018, I continued to work for the company part-time while also pursuing a Master’s in Applied Quantitative Finance from the University of Denver. Combining my love for economics and business, I focused on investment management and equity analysis in the Master’s program at DU.
In August 2022, I earned the Chartered Financial Analyst (CFA) designation after completing the three years of study and examinations and all required work experience. I am currently a member of the CFA Institute and the CFA Society of Colorado.
I am passionate about applying my interest in markets and investing to benefit others, which ultimately led me to Peak. I joined the team at Peak in January 2020 as an intern and transitioned to the role of Associate Advisor in June 2020. I am thrilled to wear many hats at Peak, working with clients, the Investment Committee, and the operations team.
Outside of Peak, my wife Teresa and our dog Riley and I enjoy trail running and skiing around Colorado and are fortunate to support non-profit organizations like Brent’s Place and the Growhaus in Denver.