Manager, Institutional Business Development
Wealth Management, Mid-Atlantic Region
Joined Harding Loevner in 2022
Previous Experience
ICMA-RC, 2015–22
- Client Portfolio Manager
- Vice President, Consultant Relations
- Senior Investment Specialist
American University, 2016–18
- Adjunct Professor
Calvert Investments, 2008–15
- Product Manager
- Wholesaler
AXA Advisors, 2006–07
- Financial Advisor
Smith Barney, 2004–06
- Financial Consultant
Education
John Cabot University, BA, Business Administration, 2003
Johns Hopkins University, MA, Applied Economics, 2011
Chartered Financial Analyst designation, 2015