RJ has eight years of experience and wealth advisory, financial planning and trading which benefits Alpha Principle’s partnerships and separately managed accounts. RJ also service advisor for Advice Period. Prior to Alpha Principle and Advice Period, RJ was a Senior Financial Advisor and Financial Planning Specialist at personal capital where he managed $150 million.

RJ earn his Bachelor of Arts from Principia College where he was a member of the Phi Alpha Eta honor Society receive the Helen Summy Woodward Award for having the highest GPA of any business majors in his graduating class. RJ is a CFP professional and hold the Chartered Financial Consultant designation from The American College of Financial Services. RJ also enjoy snowboarding, playing jazz music, gardening, and reading science fiction.