Aams® Aif®

Aams® Aif® serves as an Associate Investment Research Analyst at RTD Financial Advisors, Inc. in Philadelphia, PA, where they focus on investment research, analysis, and supporting portfolio management activities for the firm's diverse base of high-net-worth individuals, business owners, and professionals. Their responsibilities include conducting in-depth due diligence across a wide array of asset classes, with an emphasis on public equities, fixed income, and mutual funds, aligned with RTD’s wealth management solutions and client objectives.

Prior to RTD Financial, Aams® Aif® developed expertise as a Fund Accountant at SEI, where they gained experience in portfolio accounting, performance monitoring, and financial reporting for pooled investment vehicles. Earlier in their career, they served as Chief Development Officer at UCIMCO, overseeing strategic initiatives and growth for a university-affiliated investment management organization.

Aams® Aif® holds the Accredited Asset Management Specialist (AAMS®) and Accredited Investment Fiduciary (AIF®) designations, paired with a Bachelor of Arts in Applied Economics from Ursinus College. Their background is distinguished by a strong analytical skill set, industry credentials, and a track record of supporting investment processes for retirement-focused and high-net-worth clients, covering sectors such as U.S. equities, fixed income, and diversified mutual fund portfolios.