About Me

Why I joined WIC

I am new to investing but I'd like to get better so that I can build wealth for myself and my family.

Ways to contribute to the community

  • Knowledge on an industry

Experienced Investment Areas

  • Stocks
  • Bonds
  • Retirement plans / 401K

Industry Knowledge

  • Entrepreneur & Small Business
  • Marketing
  • Real Estate

Investment Objectives

Based In

Boston, Massachusetts, United States

Professional Background

  • Leadership & Management
  • Entrepreneur
  • Growth & Marketer

Years of Investment Experience

< 1 year

Top investment objectives

  • Generate the highest return possible
  • Cash flow generation

Typical investing time

  • 5-10 years

Investment Experience

Successful investment experience

We recently purchased our first home and we already have a bit of equity. I learned that the time is never going to be "right". The stars won't always "align", and sometimes you have to jump to make things happen. Thankful we did!

Failed investment experience

I previously put money into a wedding photographer for my husband and I, without realizing that COVID-19 would require all of those plans to be cancelled. I learned that I can't just look at one singular event - I have to look at the surrounding market and trends to assess risk.

Other things about myself

I'm new to investing but I am an MBA student and have had some introductory experiences to finance and accounting.

What I can do on WIC

  1. Check out WIC Directory and connect with other members
  2. Post a new opportunity