I bring over nine years of investment management experience to Ascent. In my role as portfolio manager, I oversee the ongoing implementation and monitoring of investment strategies within client accounts. In addition to managing Ascent’s proprietary Global Growth equity strategy, my responsibilities include conducting investment research and due diligence, as well as supporting the firm’s trading activities.
Prior to joining Ascent, I served as Portfolio Manager at Strategic Financial Services, managing its Equity Income strategy.
I am a Chartered Financial Analyst Charterholder. I graduated from Nanyang Technological University of Singapore with a BA in Materials Science and Engineering. In addition, I have earned my MA in Economics from the State University of New York at Buffalo with an advanced certification in Financial Economics.
I currently reside in Syracuse, NY with my wife Lisa, a breast oncology surgeon at Upstate Medical.
“We have close relationships with clients. My responsibility is to help design, build, and maintain sound investment portfolios appropriate to their situations.”