Welcome aboard! The Captain studied finance in undergrad and his first job was working on an equity derivatives desk on a trading floor in 2008. Bright-eyed and ready to learn about all things finance, he had a front-row seat to the Lehman Brothers crash and the epicenter of the 2008 Global Financial Crisis.

Seeking refuge from the storm, he then spent time working in Private Wealth Management and learned how the professionals invest. The next port in his professional journey brought him to credit underwriting and bank loans, where he learned how loans really work. Following that he pursued his MBA at a top-10 program with the hopes of broadening his horizon even more.

Post-MBA the Captain ventured into the world of investment banking, where he learned how companies are valued in the real world, and how corporations think and operate when they deploy capital. Next he moved on to investor relations and financial communications consulting, where his job to was distill complex financial issues into easily understandable concepts.

The Captain loves explaining the world of finance to family and friends, and with that inspiration in his next voyage he wants to spread financial literacy to the ends of the seas.