About me

I'm a second-year MBA student majoring in finance at Northwestern University's Kellogg School of Management. Prior to my MBA, I was a consultant focusing mainly on revenue generation problems. During my MBA, I've had the pleasure of interning in proprietary trading as well as financial planning and analysis. This fall, I'll be interning for a new asset management firm that seeks to improve the returns of institutional investors.

For me, investing is the art and science of putting excess capital to work for the future. This can be a worker hoping to retire in the future. An endowment seeking to provide more financial aid in the coming years. Or a business wrestling on what to do with its profits from a good year: hire more workers, buy better machinery, stash it away for a rainy day, or simply mail a check to the owners?

Investing can be complicated. And the countless fraudsters and salespeople do not help make it simpler. Taxes add another layer of complication. But what can often add the most complexity to investing is the simple idea that it has millions of players all playing different games. The retired teacher is not playing the same game as the new associate at a white shoe law firm who is not playing the same game as a high-frequency trader. This fact makes it easy to speak past one another when discussing markets.

First and foremost, I focus on the idea of "portfolio management." Companies rise and fall. The same is true for political regimes. And currencies. And the popularity of particular asset classes. For this reason, I am interested in which strategies can help investors achieve superior long-term performance. In general, I am less interested in if a company made its earnings this quarter or if the price if bitcoin has reached an all-time high. I am more interested in if a state's pension will be able to fulfill its promises to its current and future retirees over the next several decades.

Please feel free to reach out to me here.

Disclosures, Disclosures, Disclosures

I write about investing for my personal enjoyment. Frankly, I like to share my nerdy analysis about portfolio management, trends in the industry, and related topics with others who might find my ideas interesting. This blog is a personal website. It is not connected to any of my employers past or present. No content should be interpreted as advice. You should talk to your financial advisor before any investing decision (preferably this person is a fiduciary acting in your best interest). I am certainly not an expert on taxes. For tax advice, please speak with your accountant - there are plenty of good ones out there. Most importantly, investing is a risky activity! We've even seen in recent years that even treasury bonds carry all sorts of risk (federal government default, duration risk, etc.). Other asset classes like stocks, real estate, etc. also are inherently risky. Again, speak with a financial advisor, wealth manager, or other applicable individual who is well-credentialed and able to give you sound financial advising before taking any action on an investing idea.

If you click a link to a book that is referenced on this website, I may earn a small commission from the bookseller.