As an independent thought leader on financial markets, I aim to cut through the short-term noise to encourage investors to make more optimal long-term capital allocation decisions. I completed an accounting PhD program at Yale University during Spring 2022, where I studied the behavior of investors and their impact on the stock market. I found evidence of copycats using 13fs to copy the investment purchases of top-performing long-term stock investors, causing harm to long-term investors’ risk-adjusted returns and thus discouraging long-term investments in stocks. Prior to Yale, I was an ETF Thought Leader at Vanguard from 2011-2016, where I addressed common misconceptions about ETFs and shed light on short-term performance chasing behavior in the energy sector.
My interest in how human behavior can impact market efficiency began in my undergraduate years at Penn’s Wharton School where I was a research assistant in the behavioral department. After obtaining my bachelor’s degree with a focus on finance in 2008, I later also obtained my CFA designation.