Associate Wealth Manager
In the Spring of 2020, I graduated from The Ohio State University’s Fisher College of Business with a BSBA in Finance and minor in Social Psychology. I have long believed that these two fields of study are the ideal combination for long-term success, both in the business world and in life.
I joined Fairway as an Associate Wealth Manager in June of 2023, where I provide close support and assistance to the team of wealth advisors. My primary responsibilities include generating client portfolio reports, predictive cash flow modeling, and conducting income tax projections. These duties require leveraging the Black Diamond wealth platform, BNA tax software, and NaviPlan cash flow modeling.
Prior to joining Fairway, I began my career at Jonathan Rose Companies, a NYC-based Real Estate Private Equity investment firm. In my time there, I maintained monthly/quarterly/annual reporting and business plan models for over 100 multifamily properties across the company’s portfolio.
To continue my education, I will be taking the Series 65 – Uniform Investment Advisor Law exam – to allow me to expand my role in daily activities at Fairway. I will also be beginning the CFP Program in the Fall of 2023.
I grew up in Solon, but currently live in Lakewood with my Fiancé, Cassie. My interests include sports, motorsports/racing, travel, food, golf, and snowboarding.