Experience

Oberon Securities, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Sep 2022 - Present

  New York, New York, United States

• Executive Director

  • 2020 - Present

  New York, United States Founded in 2001, Oberon is the “go-to” investment bank for middle-market businesses. Entirely dedicated to companies generally ranging in value from $10 million to $500 million, Oberon closes exceptional M&A and financing transactions with the same skill and resources historically provided only to Fortune 500 companies. Our clients benefit from the market credibility associated with our reputation and longstanding relationships with the largest and most prestigious institutional… Show more Founded in 2001, Oberon is the “go-to” investment bank for middle-market businesses. Entirely dedicated to companies generally ranging in value from $10 million to $500 million, Oberon closes exceptional M&A and financing transactions with the same skill and resources historically provided only to Fortune 500 companies. Our clients benefit from the market credibility associated with our reputation and longstanding relationships with the largest and most prestigious institutional investors.



TLF Capital, LLC

• Analyst

  • 2017 - 2019

  New York, NY TLF is a family office that invests across asset classes, but with a focus on public equities (typically, 20-25 positions, 15-20, long, 5-10 short).



Lorem Ipsum Partners

• Analyst/Partner

  • 2015 - 2016

  New York, NY Lorem Ipsum was an equity long/short strategy with a focus on energy, industrials, agriculture and related technologies (typically ~40 positions, 20 long, 20 short).



Naya Management

• Research Consultant

  • 2014 - 2015

  London, England/New York, NY Naya is a fundamental, value-oriented long/short strategy with a primary focus on equities, but the ability to invest across the capital structure (typically 25-35 positions, 15-20, long, 10-15 short).



Clean Value Partners, LLC

• Co-Founder, Portfolio Manager & Chief Operating Officer

  • 2007 - 2013

  New York, NY Until March 28, 2013, Clean Value Partners, LLC managed the Clean Value Fund, LP, a long/short equity hedge fund that selects investment ideas from a universe of over 750 companies across traditional energy, alternative energy, industrials, and related industries. On March 28, 2013, Clean Value was acquired by Longbow Capital Advisors. Clean Value Fund, LP Performance 2009 (launched 6/1/09) Gross: +36.6%, Net: +28.1%, S&P 500: +21.3% 2010 Gross: +34.0%, Net:… Show more Until March 28, 2013, Clean Value Partners, LLC managed the Clean Value Fund, LP, a long/short equity hedge fund that selects investment ideas from a universe of over 750 companies across traditional energy, alternative energy, industrials, and related industries. On March 28, 2013, Clean Value was acquired by Longbow Capital Advisors. Clean Value Fund, LP Performance 2009 (launched 6/1/09) Gross: +36.6%, Net: +28.1%, S&P 500: +21.3% 2010 Gross: +34.0%, Net: +25.0%, S&P 500: +12.8% 2011 Gross: +0.5%, Net: -1.5%, S&P 500: 0.0% 2012 Gross: +47.5%, Net: +36.1%, S&P 500: +13.4% 2013 (through 3/28/13) Gross: -1.2%, Net: -1.7%, S&P 500: 10.0% Inception (6/1/09) Thru Sale (3/28/13) Gross: 168.1%, Net: 111.1%, S&P 500: 70.7% Show less



Amaranth Advisors

• Senior Analyst

  • 2005 - 2005

  Greenwich, CT Generated buy/sell/short recommendations for stocks in hardline retail, apparel & footwear, media & entertainment, cable & satellite, broadcasting (TV and radio), publishing, and internet industries



Kaintuck Capital

• Investment Management

• Vice President - Senior Analyst

  • Jun 2003 - Dec 2004

  Boston, MA Generated buy/sell/short recommendations for stocks in homebuilding, media & entertainment, cable & satellite, broadcasting (TV and radio), and publishing industries



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director - Senior Analyst

  • 1999 - 2002

  New York, NY Formulated investment opinions on Internet/e-Commerce stocks and disseminated those opinions to investors directly and through Merrill Lynch’s 875 institutional sales people and 19,600 financial consultants. I had sole research coverage responsibility for B2B Internet/e-Commerce stocks for which Merrill ranked #1 in the 2001 Greenwich Associates Survey. In addition, I co-covered B2C Internet/e-Commerce stocks for which Merrill was ranked #3 in 1999, #1 in 2000, and #3 in 2001 by… Show more Formulated investment opinions on Internet/e-Commerce stocks and disseminated those opinions to investors directly and through Merrill Lynch’s 875 institutional sales people and 19,600 financial consultants. I had sole research coverage responsibility for B2B Internet/e-Commerce stocks for which Merrill ranked #1 in the 2001 Greenwich Associates Survey. In addition, I co-covered B2C Internet/e-Commerce stocks for which Merrill was ranked #3 in 1999, #1 in 2000, and #3 in 2001 by Institutional Investor Magazine. Merrill was ranked #3 in 1999, #1 in 2000, and #5 in 2001 in the Greenwich Associates Survey for B2C Internet/e-Commerce research coverage. Show less



CIBC World Markets (formerly Oppenheimer & Company)

• Vice President - Senior Analyst

  • 1996 - 1999

  New York, NY Formulated investment opinions on Enterprise Software and Internet/e-Commerce stocks and disseminated those opinions directly and through CIBC World Markets’ 55 institutional sales people and 660 high net worth brokers



First Union Bancorporation

• Trust Officer

  • 1992 - 1996

  Newark, NJ/Charlotte, NC