I help financial advisors build next-gen solutions
At Libretto, a comprehensive wealth management software platform, I oversee the professional development program and contribute to research. My ultimate goal is to positively impact the financial advisory and wealth management industry, benefiting both advisors and clients.
With over 15 years of experience in economic research and a Master’s and Ph.D. in Economics from the University of Southern California, I deeply understand the limitations of traditional planning and portfolio construction solutions that rely on simulations and probabilities. I collaborate with industry and academic experts to apply cutting-edge research in economics and finance.