I joined the Blaustein-Clancy Financial Group at Wells Fargo Advisors as a Registered Client Associate in 2016. I am responsible for business development, portfolio and client management, and team support. Previously, I was an Associate in the Private Wealth & Investment Management Division at Stifel Nicolaus. My team joined Stifel from Barclays WIM. During this time at Barclays & Stifel, I focused on creating and maintaining relationships with various endowments, pensions, foundations, fund of funds, and asset managers to fundraise for private equity funds that he and his team represented. Prior to my role at Barclays/Stifel, I was an Analyst at Morgan Stanley where I supported a sales team in portfolio and asset management. I supported clients and my team with research and participated in investment ideas. I earned a BA in Economics from the University of Maryland – College Park. I currently live in Chelsea in Manhattan. I am an avid basketball player and fan, and a 2nd Degree Black Belt in Tae Kwon Do. I speak fluent Hebrew and enjoy traveling the world on my free time.