Chief Investment Officer
Founder & CEO
Métier Capital, LLC
My passion for investing has driven my entire career, from my beginnings as an Equity Research Analyst to my role as a Portfolio Manager. It was only natural that, when the time came to start my own firm, I chose to stay within the investment field. I recognized a significant gap in the market for outsourced Chief Investment Officer (CIO) services tailored specifically for boutique independent advisors, like Premier. This insight led to the creation of our firm, Métier Capital, which now guides investment decisions for numerous Registered Investment Advisor (RIA) firms across the country.
My extensive academic background and experience has also played a crucial role in shaping my investment philosophy. I graduated from the University of Rochester with a degree in economics, providing me with a strong foundation in economic theory and financial principles. I then earned my MBA from Harvard Business School, which further refined my strategic thinking and business acumen. Additionally, I am a Chartered Financial Analyst (CFA) Level Three candidate, continually advancing my expertise in investment management.
Early on, we were impressed with the impact that Premier Private Wealth makes for their clients. We were thrilled to be invited to partner with them to further enhance their dedication to excellence when guiding client investment decisions. In our role, we actively oversee the organization’s investment portfolios, managing critical aspects such as asset allocation, risk management, and performance monitoring. I regularly work closely with the firm’s financial advisors to provide customized investment solutions. My decisions are always grounded in a disciplined process aimed at superior risk-adjusted returns, with the clients’ specific goals in mind.
