Helping financial advisors build next-gen solutions.

As the Head of Client Experience at a leading wealth management platform, I am revolutionizing the delivery of personalized financial advice at scale. Moving away from traditional planning and asset allocation methods, my focus is on arming financial advisors with advanced tools to deliver true personalization to private clients.

With 20 years of expertise in economic research and a Ph.D. in Economics from the University of Southern California, I have a profound understanding of the challenges inherent in conventional financial planning and portfolio construction. In collaboration with expert researchers and practitioners, I integrate the latest advancements into our client experience.