Investment Manager

Professional/Educational Background

• Chartered Financial Analyst (2021)
• State Bar of Georgia, Member (2017)
• Uniform Investment Advisors Exam – Series 65 License (2018)
• University of Georgia, dual JD/MBA Program, School of Law Cum Laude and Terry College of Business, honors graduate (2017)
• Davidson College – AB Economics (2013) Kelly Chaston Award in Economics
• Savannah Country Day School, Savannah, GA (2009) Reagan Award and Cum Laude Society Inductee

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• Davidson College – Four Year Letterman and Captain of Golf Team (2009-2013)
• Cleveland Golf/Srixon All-America Scholar (2012-2013)
• Southern Conference Academic All-Conference Team (2011, 2012, 2013)

Business Background

• First City Capital Management (2018–Present)
• Bouhan Falligant, LLP – Intern (2014-2016)