Finance. Investment Analysis. Wealth Management.
A thoughtful approach to capital, financial markets, and long-term value.
A Bentley University student focused on developing the analytical, strategic, and interpersonal skills that underpin effective investment decisions and long-term wealth management.
Areas of Focus
Discipline across three dimensions of finance.
01
Investment Analysis
Exploring company valuation, financial performance, capital allocation, and the drivers of long-term enterprise value.
02
Wealth Management
Developing an understanding of portfolio construction, asset allocation, risk management, and financial planning.
03
Financial Markets
Studying the relationship between market developments, economic conditions, and investment decisions.
The Plan
A roadmap from Bentley to long-term capital stewardship.
Each stage is marked by what has been completed, what is in progress, and what is planned — nothing claimed before it is earned.
01
In progressFoundation
Bentley University
Build the analytical, technical, and interpersonal base: financial modeling, valuation, markets, and clear communication.
- Advanced Financial Services coursework
- Excel & Python modeling
- Published research framework
02
In progressResearch
Ongoing
Publish independent, verified investment research — DCF and comparables work with explicit assumptions and sensitivity analysis.
- Six-part research structure
- GitHub-hosted models
- SEC filing data integration
03
PlannedExperience
Internships & early career
Apply the discipline inside investment management, private wealth, or capital markets teams; earn credentials as they are completed.
- Industry experience
- Professional examinations
- Client-facing exposure
04
PlannedStewardship
Long-term
A trusted financial leader combining investment discipline, strategic perspective, and personalized wealth advisory.
- Wealth management
- Portfolio construction
- Long-term capital stewardship
01
Discipline over prediction
Explicit assumptions, documented methods, and sensitivity to what could be wrong.
02
Evidence over narrative
Conclusions follow from filings, financials, and verifiable data.
03
Long-term over short-term
Enterprise value, capital allocation, and durability — not quarterly noise.
04
Clarity over jargon
Research that a client could read and understand.
The Desk
Fintech tools, open on the desk.
Five working instruments — growth projection, DCF valuation, fee drag, asset allocation, and a wealth horizon planner. Transparent arithmetic, adjustable assumptions.
01
Capital Growth Projector
Contributions, return, horizon → projected value.
02
DCF Valuer
Two-stage DCF with WACC × g sensitivity.
03
Fee Drag Analyzer
What a 90 bp gap costs over 30 years.
04
Asset Allocation Studio
Four sleeves, expected return and volatility.
05
Wealth Horizon Planner
Real-dollar accumulation and drawdown.
- All tools →
Research & Projects
Financial models and investment research.
An evolving portfolio of valuation exercises and independent research. Each project states its question, methodology, assumptions, and findings.
In development
Completed research projects will appear here as they are finished and verified. The research framework and planned technical capabilities are outlined on the Investment Research page.
Beyond Finance
A different perspective.
Photography develops attention to detail, composition, client relationships, and a distinctive perspective — a complementary creative discipline alongside financial work.
Selected photograph
Connect
Connect with Kayla.
Open to conversations with financial professionals, Bentley alumni, recruiters, and anyone working in investment management, private wealth, and financial markets.