I joined George McKelvey Co. after graduating from James Madison in 2015. I discovered my interest in finance as a member of the Madison Investment Fund, a group of JMU students collaborating on market research and investments. I also held two summer internships in the finance and real estate departments of a major retailer. At George McKelvey Co., I specialize in research analysis, 529 Plan analysis and I also support our portfolio management team with research based on our clients’ specific needs.
I grew up in Clifton and now live in Ocean Grove. I enjoy golfing, running and reading.
Why George McKelvey Co.?
We go above and beyond to provide our clients with detailed, timely information regarding market trends and how they might affect their portfolios.
- B.S., Economics/Psychology (Business Italian Minor), James Madison University
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