After some time working for institutional money managers with thousands of employees, I started to feel my career would be much more fulfilling if I worked at a place where I could have a greater impact on the company and its clients. Since joining the firm at the end of 2019, Coombe, Bender & Co. has given me an opportunity to satisfy my intellectual curiosity, the freedom and support to make important decisions, and a chance to serve clients in a community I care deeply about. I am excited at the prospect of going to work every day.
As an investment portfolio assistant my role primarily involves monitoring and investing assets with the goal of helping our clients meet their long-term goals. I am always looking to learn and improve my craft, and am a CFA charterholder (Chartered Financial Analyst), having earned the designation in 2021. I also understand that individuals have different goals, risk tolerances, and levels of financial education. I aim to understand a clients’ entire background, provide education if desired, and ultimately deliver confidence. To me, serving the clients of Coombe, Bender & Co. is a privilege, as I am committed to earning, and keeping, your trust.
In addition to studying financial markets I enjoy learning about human nature and what drives (an individual’s) decision making. I am also a member of the Ulster County Beekeepers’ Association and enjoy other activities that connect me with nature, notably hiking in the Catskills. I have gone white water rafting, taken a course on scuba diving, gone spelunking in Tennessee, and hope to skydive for the first time soon!