I research and manage a range of investment strategies—including individual securities, mutual funds, ETFs and alternative investments—to help individuals and organizations achieve their financial objectives. I also participate in developing tactical asset allocation strategies based on factors such as the global economy, fiscal and monetary policy, and various market-related variables.
My interest in investing was piqued when I won a student investment challenge in my first year of college. By the time I graduated, I had worked several years at a financial planning and investment firm and completed an internship researching small-cap stocks at a mutual fund company. I now have 18 years of experience in the investment and wealth management industries; helping others realize their life goals brings me a lot of personal satisfaction.
In 1999 I moved from Utah (where I grew up and went to school) to Portland, where I worked as an analyst at one of the major firms that specialized in researching small and micro-cap U.S. equity securities. During my tenure there, my research and commentary were featured in leading investment publications. I obtained my Chartered Financial Analyst (CFA) designation in 2000, and in 2002 I became a research and portfolio manager at a wealth management company later acquired by Confluence Wealth Management.
Little known fact:
I speak Korean.
Most likely to say?
“Yes, we’ll have dessert.”
Outside of work:
I enjoy playing the piano, being active at the gym, and spending time with my family.
Coming home from an accomplished day at the office to sign my daughter’s straight-A report card, kiss my wife, and watch my Utah Utes win their football game—all followed by a tall piece of chocolate cake and cold glass of milk, and drifting off to sleep with thoughts of our flight to Hawaii the next day.
What gets me out of bed in the morning:
Each day is a blank canvas of new possibilities and opportunities…that, and the smell of bacon.