Ethan serves as Senior Analyst and Wealth Advisor with Archetype Wealth Partners. He has worked in the financial services industry since 2012, where he started with Morgan Stanley as a Financial Advisor and earned the designation of Financial Planning Specialist.
Ethan handles many of the research, trading and financial planning responsibilities at Archetype Wealth Partners, including the development of our economic and portfolio risk sensitivity models. He is enrolled in the Chartered Financial Analyst (CFA) Program in order to enhance his portfolio management skills, and is a 2019 Level II candidate in the CFA program.
Ethan graduated from Duke University in 2012, with a Bachelor of Science degree in Mathematics and a minor in Religion. Originally from Houston, Ethan currently resides in Chapel Hill, North Carolina with his wife, Katie, who is a resident in the Department of Psychiatry at the University of North Carolina. In their admittedly limited free time, Ethan and Katie enjoy exploring the great outdoors with their beloved dog and getting involved in their community.
Read Ethan’s Blog