Who is The Armchair Accountant?

Personal Finance has been my passion since early college years.  As I went through my formal education, I saw the lack of financial education that was focused on practical application and knowledge for students as they progressed into the workforce.  This lack of education became more apparent as my career continued at various positions in the Hedge Fund, Private Equity and Venture Capital Markets.  I saw that even though my chosen industry was focused on global markets and alternative investing, my peers were lacking knowledge about their own investing and finances.

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With my knowledge and experience, I feel I can provide you with the guidance, education and platform to launch into your financial goals and feel more empowered as you encounter the many financial decisions that life brings our way.

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My goal is to give you the foundational support for your financial growth and continued success in your financial endeavors.

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My Qualifications

·         Master’s Degree in Business Administration (MBA) with a concentration in Finance

·         10+ years working in Fund Accounting with investment firms that range from $100M to $5B

·         15+ years working with individuals and families whose net worth exceeded $1M

·         Pursuing further education in Personal Financial Planning through the American Institute of Chartered Public Accountants (AICPA)

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