FINANCIAL ANALYST & MOM
I grew up like many of you... in a middle-class family with two working parents, where every cent of every paycheck was stretched to its very limit and then some.
My parents didn't talk a lot about money, except for my Dad complaining that my Mom spent money we didn't have, and my Mom racing to the bank to deposit her paycheck before the check for groceries hit first.
While we always had a roof over our heads and food on our table, I also saw family finances as an ever-present, if unspoken, source of stress in my parents' marriage. And I vowed to do things differently.
EDUCATION & EXPERIENCE
After graduating summa cum laude from the University of Notre Dame with a degree in Finance and Business Economics (and $60,000 in student loan debt), I worked as an Investment Banking Analyst for Morgan Stanley, advising some of the largest businesses in the world about how to manage their finances and fund their companies.
Following completion of my Analyst program, I joined an Equity Hedge Fund as a Research Analyst, investing in publicly traded stocks, as well as private companies, on behalf of institutions, retirement funds, wealthy individuals and endowments.
I also spent time running Investor Relations, Marketing and Product Development for quantitative hedge funds, run by PhDs in mathematics, where I learned how to breakdown the most complicated investment strategies and markets in a way all investors could understand.
MOM OF 3
I loved my career in Finance, and never thought I would be a stay at home mom. But when I was pregnant with my oldest daughter, my husband and I made the decision that was best for our family. With both of us working 60+ hour weeks for hedge funds, we could hire a nanny to raise our children, or I could leave my career and start my toughest job yet - being a stay at home mom.
I quickly realized financial decisions would still be a part of my every day life - but unlike many families, I had the education and experience to understand and analyze them all.
I spent nearly a decade as a Financial Analyst, and have used that experience to spend the last 7 analyzing my family's finances.
I look forward to sharing my simple money tips with you to help your family make the most of its means, and reach your financial goals.