Our
Leadership

As a former portfolio manager, I understand the value of skillful security selection, disciplined portfolio construction and asset allocation optimization. I am at &Partners to be an extension of the advisor’s investment team. My career began as an investor with Eaton Vance, where I employed fundamental analysis to manage over $34 billion across various equity strategies. I joined Wells Fargo Advisors to help advisors provide better investment recommendations to their clients. I focused on increasing the alignment between portfolio holdings and financial planning recommendations. In five years, I engaged with more than 3,000 financial advisors with over $250 billion in client assets under management. I have managed money for some of the largest and most sophisticated investors in the world, and I am excited to be a part of delivering high-quality investment recommendations to advisors and their clients.