I oversee the research, analysis, selection, implementation, and ongoing monitoring of D’Orazio Wealth Advisors’ managed assets. With more than 15 years of experience in investment research, financial analysis, and investment implementation, I bring a disciplined, evidence-based approach to portfolio management. I earned a B.S. in Business Administration and Finance from the College of Charleston and am a Chartered Financial Analyst (CFA). I have been an Investment Adviser Representative with D’Orazio Wealth Advisors since October 2020.
Outside the office, I’m a long-suffering D.C. sports fan and enjoy golfing and spending time with my wife, daughter, and our golden retriever. Within D’Orazio Wealth Advisors, I’m the best point of contact for specific investment or portfolio-related questions.
What makes D'Orazio Wealth Advisors unique?
Full-service financial advice delivered with exceptional customer service and intimate client relationships—our clients are treated like family.
How is D'Orazio Wealth Advisors different from other places you've worked?
We're a small team of exceptional employees where everyone pitches in as needed to solve problems for our clients. It can be hectic and stressful at times, but the work is always interesting, and I enjoy my coworkers.
How would you describe D'Orazio Wealth Advisors in one word? Why?
Fiduciaries. We take the concept of a fiduciary very seriously, sometimes to the detriment of our own business, but it's a commitment we uphold.
What's something you do every morning without fail?
I read the news to get a view on what's going on in the markets and the economy.
What do you value most in your friends?
Loyalty
Comedies or dramas?
Comedies
Cats or dogs?
Dogs
Beach or mountain vacation?
Beach
Professional credentials or designations should not be viewed as the sole determining factor in obtaining or retaining a financial adviser’s services. Please see our disclosure page for further information on the professional designations discussed on this webpage.