About myself
Chartered Financial Analyst (CFA) with over 10 years of financial services experience at a large US investment bank. Background includes 6 years structuring derivatives for institutional clients and 5 years managing portfolios for ultra high net worth individuals/foundations/endowments. Currently own and manage 10 units in the Greater Philadelphia Area with a focus on value add investments and thorough financial underwriting.
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Active over 5 years ago
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