Jamie joined the firm in April 2023 and has been in the Financial Services arena for over a decade. He started his career in litigation consulting, where he specialized in fixed income and structured product evaluation. His work during that time focused on developing financial fraud claims and helping clients to recover lost funds. He then pivoted to private investing and wealth management, where his most recent role focused on security selection and portfolio construction for momentum-based equity and options strategies. He currently covers equities across strategies for the firm. Jamie holds a BBA in Finance and Economics from Goizueta Business School at Emory University and is a CFA Charterholder.