I help financial advisors build next-gen solutions

As the Head of Client Experience at a leading wealth management platform, I am revolutionizing the delivery of personalized financial advice at scale. Moving away from traditional planning and asset allocation methods, which are often dependent on risk questionnaires and simulations, my focus is on arming financial advisors with advanced tools to deliver true personalization to private clients.

With more than 15 years of foundation in economic research and a Master’s and Ph.D. in Economics from the University of Southern California, I have a profound understanding of the challenges inherent in conventional financial planning and portfolio construction. In collaboration with expert researchers and practitioners, I integrate the latest advancements into our client experience, elevating the quality and impact of financial advisors.

I have also contributed to the development of pioneering educational methodologies through my association with Minerva University, an institution that is leading the charge in incorporating the science of learning into higher education.