I graduated Magna Cum Laude with a degree in finance from the Carl H. Linder School of Business at the University of Cincinnati. Before starting my own firm, I was a wealth advisor at Morgan Stanley. I currently serve on the Board of Directors for RENEW, a local non-profit as well as AchievePoint Academy.
Nominees three achievements
Achievement No.1
At the age of 25, I started Cullen Investment Group, a registered investment advisory firm. In doing so, I became the youngest sole founder of an RIA firm in the state of Ohio’s history and to our knowledge, currently the youngest in the United States.
Achievement No.2
In the firm’s first year, while I was the only employee, earned a cumulative portfolio return of 92.64% which outperformed the S&P 500 index by 71.84% during the same time period. Additionally, I have hired 5 additional employees growing the firm from just me, to a team of 6 highly qualified individuals.
~Novel Serialisation: Heavens Fire~
Achievement No.3
I have been featured in many news publications and appeared on TV multiple times for my insights into the market and finance. I have been featured on TV in CNN Business and CNBC and have given expert commentary for other written publications such as Business Insider, The Washington Post, and Forbes.
That’s it I’m going to Cullen’s