- Senior Vice President - Investments, Wealth, RIA and Sub-Advisory
- Portfolio Analyst, F-Squared Investments
- Accounting Analyst
F-Squared: F-Squared Investment Management, LLC (F-Squared) is a privately-held, SEC registered investment management firm providing quality investment advisory and portfolio management services for financial professionals, wealth managers, institutional investors, as well as providing sub-advisory services for mutual funds. F-Squared is organized as a parent company with five subsidiaries.
F-Squared has over $9 billion in assets under management or advisement.