
Timeline
About me
Managing Partner, Cadia Private Client
Education

Florida atlantic university
-Bachelor of business administration magna cum laudePresident’s List, Dean’s List, Beta Gamma Sigma International Business Honor Society, Golden Key National Honor Society
Experience

Rbc capital markets
Sept 2000 - Dec 2004Derivatives analyst / risk managementGlobal Equity Derivatives & Alternative Assets Group: Proprietary trading in various arbitrage strategies in US and European markets, structured derivative instruments and hedge fund products.

Persistency capital, llc
Dec 2004 - Dec 2011Chief operating officerPersistency managed investments for a multi-billion dollar private client based in Europe. Investments spanned public and private markets in developed, emerging and frontier markets.

Cfa society new york
Jul 2005 - Jun 2008Chairman, private wealth management committeeThe CFA Society of New York is a leading forum for the investment community since 1937 with over 11,000 members including chief investment officers, portfolio managers and leading analysts.

Sunyata global value llc
Jan 2012 - Oct 2012Cfo/cooGlobal hedge fund manager.

Merrill lynch
Mar 2013 - Oct 2018Financial advisor
Cadia private client
Oct 2018 - nowManaging partnerCadia Private Client, LLCOne Gatehall Drive, Suite 307, Parsippany, NJ 07054973-993-6301 | [email protected]
Licenses & Certifications

Cfa - chartered financial analyst
Cfa instituteJan 2006
Frm - financial risk manager
Global association of risk professionals (garp)Jan 2004
Volunteer Experience
Chair, Corporate Leadership Council
Issued by Cornerstone Family Programs on Dec 2016
Associated with Vincent G Maffucci, CFA, FRMBoard Trustee
Issued by Preschool Advantage on Dec 2015
Associated with Vincent G Maffucci, CFA, FRMMember Board Of Trustees
Issued by The Morris Park Alliance on Nov 2015
Associated with Vincent G Maffucci, CFA, FRM
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