What is your role at PMX?
As a Partner Relationship Specialist at PortfolioMetrix, my role centers on supporting and strengthening relationships with our advisory partners. I work closely with advisors to help them effectively use our solutions, ensure smooth day-to-day engagement, and provide insight into portfolio executions, cash flow modeling, and transactions/account monitoring. A key part of my role is acting as a bridge between advisers and internal teams to ensure partners receive consistent, high-quality support and solutions.
What attracted you to PMX?
What initially attracted me to PortfolioMetrix was its strong investment philosophy, innovative technology, and commitment to evidence-based portfolio management.
What keeps you motivated?
What keeps me motivated is the collaborative culture and the constant opportunity to learn-whether through engaging with asset managers, navigating evolving markets, or contributing to solutions that genuinely add value for advisers and investors. Knowing that the work we do has a real impact on client outcomes is incredibly rewarding.
What do you enjoy doing outside of work?
Outside of work, I enjoy staying active through strength training, hiking and conditioning as well as continually learning-particularly in areas related to investing, personal development, and psychology. I also value spending quality time with family and friends, which helps me recharge and maintain balance.
Why do you stay at PMX?
It's a cliche, but what I value most about PortfolioMetrix is the people and the culture. There’s a shared focus on excellence, integrity, and continuous improvement, combined with an environment that encourages open discussion and innovation. It’s a place where strong ideas are challenged constructively, and where professional growth is genuinely supported.