Media & Press
External coverage and recognition
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Featured Coverage
Expert Commentary: Concentrated Investing Strategies
GoBankingRates — September 2025
“It’s likely wiser to seek companies with well-established growth trajectories. In other words: avoid taking speculative positions based on vibes, which is what most individuals would be doing by taking advice from a nice lady on TV.”
Featured expert analysis on long-term stock performance and portfolio concentration strategies. Read the full article →
Rising Stars Recognition
Financial Planning — 2023
Recognized as one of Financial Planning Magazine’s Rising Stars, highlighting innovative approaches to ethical investment management and values-aligned portfolio construction.
Profile Feature: Gay on Wall Street
Institutional Investor — December 2017
In-depth profile exploring LGBTQ+ leadership in finance, ethical investing innovation, and the intersection of personal values with professional practice. Read the profile →
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