Academic:

• CFA charterholder
• MBA: Vanderbilt University Owen Graduate School
  • Concentrations: Finance, Strategy
  • Specialization: Investment management
• AB: University of Chicago
  • Concentration: Law, Letters, and Society

Professional:

💼 I am a Principal US Macro News Analyst for FactSet’s StreetAccount, covering:

• US economy

• Market Intelligence

  • US equities
  • Treasury and bond markets

• Federal Reserve policy

• Fiscal policy

• US housing market

• Geopolitics

In my current role as on FactSet’s StreetAccount Macro team, I am responsible for:

• Delivering Breaking News Analysis: I provide real-time coverage of market-moving events, including corporate developments, economic data releases, political events, and central bank activities. I also analyze broader market trends, such as shifts in investor positioning and sentiment.
• Providing Market Overviews: I create and update our concise market "snapshot" throughout the trading day, offering readers a clear and timely understanding of market dynamics.
• Curating News Content: I monitor newswires and social media (including Bluesky and X) to produce breaking news headlines and follow-up alerts for FactSet workstation users, often delivered as push notifications or banner headlines.
• Writing Concise Market Updates: I compose short, focused updates (approximately 180 words) on breaking news and key market themes, such as earnings reports, trade and tariff developments, and Fed commentary, incorporating relevant analyst insights.
• Producing Market Summaries: I write daily, weekly, and other periodic market summaries.
• In addition to streetaccount.com, my work is featured on the front page of factset.com under the StreetAccount scroller.

Priors:

• Nerdwallet (Senior marketing data analyst)
• Bank of America (CDO portfolio analyst)