Experience

Metaurus Advisors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Apr 2022 - Present

• Portfolio Manager

  • Jan 2021 - Present

• Principal

  • Dec 2018 - Apr 2022

  Greater New York City Area

• Vice President

  • Aug 2017 - Nov 2018

  Greater New York City Area



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Registered Associate

  • Jun 2014 - Aug 2017

  Greater New York City Area

• Associate

  • Aug 2013 - Jun 2014

  Greater New York City Area



Bric's Burgers and Dogs Boat Service LLP

• Owner/Founder

  • Jun 2011 - Jun 2013

  Lake Winnipesaukee, NH -Developed and executed a strategy to establish a unique boat-based food service business -Prepared business plan and secured $6k start-up funding in mixed debt and equity capital -Managed the company budget, financial forecasting, accounting, and marketing -Established LLP; purchased boat and equipment; retro fitted boat to required specifications; obtained state operating license; purchased and managed inventory; hired and trained employees; provided ongoing operational… Show more -Developed and executed a strategy to establish a unique boat-based food service business -Prepared business plan and secured $6k start-up funding in mixed debt and equity capital -Managed the company budget, financial forecasting, accounting, and marketing -Established LLP; purchased boat and equipment; retro fitted boat to required specifications; obtained state operating license; purchased and managed inventory; hired and trained employees; provided ongoing operational oversight -Featured on NH local television WMUR the Chronicle in 2012 -Sold business for 125% ROI Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern

  • Aug 2012 - Jan 2013

  Burlington, Vermont Area -Researched and analyzed individual securities, mutual funds, and ETFs for inclusion in client portfolios -Developed excel spreadsheet tracking, analysis, and modeling for portfolios and individual funds -Prepared fund information, research and presentations for senior portfolio manager meetings -Interacted with fund managers and wholesalers to monitor individual fund performance within portfolios