I am responsible for the analysis, selection, implementation, and ongoing monitoring of all our managed assets. With over a decade of experience in investment research, financial analysis, and investment implementation, I bring a wealth of knowledge to my role. I received a BS in Business Administration and Finance with a minor in Mathematics from American University. As a Chartered Financial Analyst, I've been an investment advisor representative of D'Orazio Wealth Advisors since April 2023. Before joining D'Orazio Wealth Advisors, I served as a head of trading and investment committee lead with my prior two employers. Outside the office, I'm a Seattle native who enjoys traveling and spending time with my wife. Within D'Orazio Wealth Advisors, I'm another contact for any specific investment or portfolio-related questions.
What makes D'Orazio Wealth Advisors unique?
Our financial planning and investment process.
How is D'Orazio Wealth Advisors different from other places you've worked?
The team approach. We work closely together across all departments, and each member of the team is informed of the key details of each client's situation.
How would you describe D'Orazio Wealth Advisors in one word? Why?
Thoughtful—we have financial experts in various areas who are very detail-oriented and thorough when recommending solutions to better our clients' lives.
What's something you do every morning without fail?
I check my phone for the latest sports news.
What do you value most in your friends?
I value supportive friends who have integrity.
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.