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 Senior US Macroeconomic 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 Senior Analyst 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)