I lead the market research efforts for Royal One Financial Group and play a pivotal role in shaping the investment strategies used by our affiliated advisors. I provide comprehensive support to Royal One Financial Group and Independence Financial Partners advisors and my clients through broad-based market research analysis, asset allocation strategy, and portfolio construction.
As the chair of our Investment Advisory Board, I gather a diverse group of investment thought leaders, CFA charterholders, PhDs, portfolio managers, and other high-level investment professionals from across the country. Together, we stress-test our research and engage in discussions on topics that matter to our talented advisors and their clients.
My journey with the firm began in 2011 after earning my B.A. in Resource Economics from the University of Massachusetts Amherst. My deep passion for the financial markets and my love for learning about business and investments started at a young age when I purchased my first stock at the age of 13.
My mission is to improve the lives of as many people as possible through finance. I strongly believe that "complex does not necessarily have to mean complicated." While the market can be complex, I strive to provide advice that is straightforward and consistent, rooted in a disciplined approach and emotional stability.
In addition to my role at Royal One Financial Group, I am the founder of AMP Consulting Group, an independent outsourced CIO practice that offers market research, commentary, and portfolio management services to independent advisors throughout New England.