About me.
I write articles on finance & economics for my clients and for my own publications (BankingObserver.com). I’ve been a full-time writer since April 2023 and currently live in New Jersey.
Previously, I served as the Chief Strategist of a boutique wealth management firm in New York where I advised high-net-worth clients on asset allocation and financial strategy. During my time there, I passed the Series 65 exam.
I earned a bachelor’s degree in Economics from the University of Virginia after transferring from the Sam Draper Honors Program at Rockland Community College.