My work is grounded in applied, practice-based classes rather than formal academic research. Over the course of my career on Wall Street, I developed deep expertise in investment management, portfolio construction, and client decision-making under uncertainty. Through ongoing professional consulting and teaching at the University of Colorado Boulder, I synthesize industry best practices, market evidence, and real-world case experience to inform instruction in investing, portfolio management, personal finance, and long-term financial independence.
Teaching
courses taught
FNCE 2820 - Introduction to Personal Financial Planning
Primary Instructor
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Fall 2019 / Spring 2020 / Summer 2020 / Spring 2021 / Fall 2021 / Spring 2022 / Summer 2022 / Fall 2022 / Fall 2023 / Spring 2024 / Fall 2024 / Fall 2025
Introduces the concepts, tools, and applications of personal financial planning. Provides the students with tools and techniques for managing their personal finances. With these skills, students gain the ability to effectively deal with their ever-changing financial environment.
FNCE 3030 - Investment and Portfolio Management
Primary Instructor
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Fall 2020
Develops modern portfolio theory and applies it to pricing both individual assets and portfolios of assets. Topics include Markowitz portfolio selection model, capital asset pricing model, arbitrage pricing theory, bonds, portfolio performance measurement, and issues of market efficiency. Formerly FNCE 4030. Degree credit not granted for this course and FNCE 3035.
MBAX 6215 - Principles of Wealth Management
Primary Instructor
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Fall 2025
In-depth exploration of wealth management concepts, strategies and practices. Students gain understanding of how to effectively manage and grow wealth for individuals and families, considering various financial instruments, risk factors and ethical considerations. Topics include behavioral finance, portfolio creation, performance and risk measures, risk fac-tors, the use of traditional and alternative asset classes; use of financial products and alternative investments including cash, equities, fixed income, mutual funds, ETFs, VC funds, etc. Will discuss tax planning.
MBAX 6295 - Topics in Finance
Primary Instructor
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Fall 2024
Provides a vehicle for the development and presentation of new topics with the potential of being incorporated into the standard MBA curriculum. May be repeated up to 6 total credit hours.
MSBX 5225 - Advanced Portfolio Management
Primary Instructor
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Spring 2018 / Spring 2019 / Spring 2020 / Spring 2021 / Spring 2022 / Spring 2023 / Spring 2024
Covers the management and construction of investment portfolios. Topics include performance and risk measures, identification of risk factors and the use of traditional and alternative assets classes including real estate, mutual funds, ETFs, venture capital funds, private equity funds and hedge funds. Additional topics include tax consequences of investment decisions and cash management. Degree credit not granted for this course and FNCE 4831.
