Portfolio Manager, Partner
I have worked with this team since 2014. My primary roles at Chicory Wealth are portfolio management, shareholder engagement, and socially responsible investing (SRI) research. I work with other investors as well as non-profits and activist groups to identify and address environmental and social risks in the pursuit of a more sustainable economy for all.
I graduated from the University of Georgia with a BBA in Accounting in 2014. I became a licensed Investment Advisor Representative in 2015 and a CERTIFIED FINANCIAL PLANNER™ in 2019.
In addition to my work, I am fortunate to enjoy a balanced life with my wife. This includes traveling, gardening, playing music, and cooking!