Story

My career began with bouts of rejection. Post Global Financial Crisis, I printed out my one-page CV and started knocking on the doors of investment firms in Manhattan. Looking for a chance to learn and prove myself, an HR manager at one of the big shops told me “my timing was simply unfortunate”.

I was discouraged, but that didn’t matter, I kept going. After knocking on more doors with no luck, I moved to Atlanta. Shortly after, I began my career at Merrill Lynch. The rest is history. 

I’m still not done, 15 years later its become more interesting than ever, and I’m still eager to learn as much as I can while serving clients to the best of my ability. It’s now more fulfilling and exciting than ever!

The next step? Well, that’s something we’ll have to work on together…

Work Experience
Oct 2023 - Present

University of Bucharest

Lecturer | Global Financial Markets

Bucharest, Romania
Feb 2022 - Present

Shadowbrook Private Wealth

Founder | Portfolio Manager

Atlanta, Georgia
May 2018 - Feb 2022

Morgan Stanley

Alternative Investments Director | Portfolio Manager

Atlanta, Georgia
Nov 2015 - May 2018

J.P. Morgan

Vice President - Investments PCA

Atlanta, Georgia
Mar 2012 - Nov 2015

Merrill Lynch

Wealth Management Advisor

Atlanta, Georgia
Education
2021 - 2023

Yale University

Master of Business Administration - Asset Management

2017-2018

Yale School of Management

CIMA®- Investment Management Theory & Practice

2017

Emory University

CFP® - Financial Planning & Services

2007-2011

City University of New York Queens College

English Language and Literature

MISCELLANEOUS
Present

University of Bucharest

Honorary Advisor

Language

English

Native

Romanian

Native