My Nest Egg Invest
Money managed by real people. Premium wealth management for the small accounts of $3k and up.
- Stage Prototype Ready
- Industry Financial Services
- Location Stamford, CT, USA
- Currency USD
- Founded 2008
- Employees 4
- Incorporation Type C-corp
- Website mynestegginvest.com
Team
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Technology Development, MarketingMasters in Chemical Engineering, a Ph.D. candidate in Chemical Engineering and Statistics.
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Co-FounderIt has been five years since I joined my dad in his business and it has truly been a steep learning curve. During this time, I completed my Chartered Market Technician (CMT) professional designation
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Co-FounderI was hired by Shearson Lehman Brothers. In 2000, I joined Morgan Stanley Private Wealth Management. Later, I joined EFG Capital International in 2003.
Finally, in 2008, I founded my own firm with two ideas in mind: transparency with my clients and a focus on further developing my proprietary investment process. -
Marketing & Business DevelopmentWhile in college I refined my interpersonal skills by working my way up through sales, starting at a small business, moving up to Verizon Wireless and eventually IBM. I am also involved with entrepreneurship programs in central Iowa and have taken advantage of opportunities to compete in multiple pitch competitions. Through this process, I developed a unique viewpoint on business development, customer relations, and leadership.
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