Participating in a selective student-run investment group focused on financial analysis, equity research, and portfolio management.
Completing structured training in financial modeling, valuation methods, and market research to prepare for portfolio management responsibilities.
Collaborating with peers to analyze industries, assess investment opportunities, and present equity pitches to the management team.
Member/Student Analyst
Colgate Investment Group
09.2024 - Current
Conducted real estate investment analysis for the group’s first Real Estate Investment Trust (REIT) addition, assessing market trends, asset quality, and dividend yield performance.
Collaborated with fellow analysts to construct a recommendation report and present findings to the Investment Committee.
Researched macroeconomic indicators and real estate sector performance to inform asset allocation decisions.
Gained practical exposure to portfolio management, risk analysis, and capital markets strategy.
Co-Founder
Super Power-washing CO
05.2024 - Current
Co-founded and manage a residential power-washing business serving clients across the Hamptons.
Provide exterior cleaning services for homes, patios, decks, and outdoor furniture.
Built and maintain a growing client network through door-to-door outreach and referrals.
Ocean Rescue Lifeguard
The Bridgehampton Club
06.2020 - Current
Monitored beach activities to ensure swimmer safety and compliance with regulations.
Conducted regular safety drills to maintain team readiness and emergency response efficiency.
Trained new lifeguards on rescue techniques, equipment usage, and safety protocols.
Collaborated with local authorities to implement improved emergency response procedures.
Education
Bachelor of Arts - History
Colgate University
Hamilton, NY
05-2028
High School Diploma -
Westhampton Beach Highschool
Westhampton Beach, NY
06-2024
Certification
Bloomberg Finance Fundamentals Certificate
Provides an introduction to the key concepts involved in finance and investment