I am the Director of Operations at ARS Investment Partners, where my primary responsibilities include overseeing the day-to-day operations and activities in client accounts, as well as managing firm operations. With over 28 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role.
Before joining ARS Investment Partners, I was an equity trader and principal at ARS Management, an unaffiliated research firm and broker-dealer. My journey in this field began after I earned a bachelor's degree in history from Denison University.
I have been with ARS for 19 years, and I believe that my depth of knowledge and experience provides our clients with a sense of stability, understanding, and assistance that is hard to find elsewhere. I look forward to helping our clients by ensuring our technology and services are running smoothly and are kept up to date with the latest enhancements to improve the client experience.
What I enjoy most about my job is the team I work with and the opportunity to help clients and their families grow their assets. There is a unique satisfaction in knowing that our efforts contribute to the financial well-being of those we serve.