M.B.A @ Penn & B.S. Finance @ U.C. Berkeley Financial Analyst, Trader, Investor. Owner of Slate5.
I provide institutional-grade financial advisory services to discerning clients. My approach combines rigorous academic foundations with practical market experience to deliver superior strategic guidance.
Each engagement begins with a comprehensive assessment of your financial objectives, risk tolerance, and market outlook. This diagnostic approach ensures recommendations are precisely calibrated to your specific requirements and investment horizon.
We go beyond conventional retail-level advice, I offer sophisticated solutions grounded in institutional best practices.
