I began my financial industry career as a phone representative at Scudder Investments. From there, I moved to the fixed income trading desk and subsequently to the marketing department as a Financial Writer/Communications Manager, before co-founding BICG.

An active investor and trader with a passion for the markets, my expertise is in distilling complicated messages into focused fund narratives, white papers and brochures. I received an MBA from Boston College and completed the CFP course of study at Boston University.