As a Research Analyst, Ethan is responsible for analyzing, recommending, and presenting investment opportunities. He maintains and analyzes data related to investment decisions for due diligence, compliance, risk management, and performance attribution.
Before joining Boston Financial Management in 2016, Ethan was with Emerson Investment Management where he was a Research Associate covering large-cap equities and supporting the multi-asset strategy. Prior to Emerson, he was in Valuation Services with Grant Thornton within the Forensics and Dispute Services. Ethan has also held positions at Deloitte & Touche and Kenmore Consulting.
Ethan graduated cum laude with a Bachelor of Science in Business Administration from Boston University.
Industry Accreditation & Affiliations
CFA Society Boston – member
Charitable & Community Involvement
Boston Maccabi Rugby Football Club – Vice President
Boston University Undergraduate Finance and Investment Club