
As a portfolio manager at Arrowroot Family Office, I help clients achieve their financial goals and create generational wealth with customized investment strategies. I have over 20 years of experience in the investment management industry, with a proven track record of delivering superior returns and managing risk across various asset classes, including private and public equity, fixed income, and alternative investments. My core competencies include portfolio construction, asset allocation, investment analysis, due diligence, and client relationship management. I also have a strong background in international economics and speak fluent Spanish, which enables me to identify and capitalize on global market opportunities. I am passionate about supporting social and environmental causes, and I have been involved in several philanthropic and entrepreneurial initiatives in the Sacramento region. My mission is to provide the "white glove" treatment to my clients and empower them to pursue their passions and purpose.
svpsacramento.org
rbcwealthmanagement.com
fi.co
El Dorado Hills, California, United States
Portfolio Manager
Arrowroot Family Office
• www.linkedin.com/company/arrowroot-family-office
• Full-time
Jun 2022 - Present
El Dorado Hills, California, United States
Chief Investment Officer; Lead Portfolio Manager (acquired by Arrowroot FO)
Lagunitas Asset Management
• www.linkedin.com/company/lagunitasassetmanagement
Jun 2013 - May 2022
Folsom, CA
Founder; Portfolio Manager
Lagunitas Asset Management
• www.linkedin.com/company/lagunitasassetmanagement
Jun 2013 - Jun 2017
Folsom, CA
Partner
Social Venture Partners Sacramento
• www.linkedin.com/company/svp-sacramento
Mar 2019 - Dec 2021
Sacramento, California Area
Co-Director
Founder Institute
• www.linkedin.com/school/the-founder-institute
Aug 2018 - Aug 2019
Sacramento, California
Investment Advisor
CONCERT Wealth Management, Inc.
Nov 2010 - Jun 2013
Folsom, CA