Experience

PBF Energy

• United States
• Oil and Gas
• 700 & Above Employee

• Director, Strategy

  • Jan 2020 - Present



Hartree Partners

• United States
• Oil and Gas
• 400 - 500 Employee

• Jr Portfolio Manager

  • Oct 2016 - Nov 2019

  Energy equities Energy equities



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Vice President

  • May 2014 - Oct 2016

  Equity Research - Integrated Oils and Refiners Equity Research - Integrated Oils and Refiners



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• • Nov 2013 - May 2014

  - Lead analyst coverage of six energy master limited partnerships (MLPs)

• • Sep 2011 - May 2014

  - Cover three energy subsectors: North American integrated oils, major producers and refiners- Provide valuation insights using DCF and NAV models, EV/EBITDA and EV/DACF multiples, and sum-of-the-parts analysis- Generate long and short trade recommendations based on analysis of company fundamentals and macro-economic/secular trends, and prepare research reports- Communicate investment ideas to buy-side investors and institutional sales force; maintained the space during senior analyst’s leave Show less

• • Feb 2011 - Sep 2011

  - Analyzed and covered a broad array of energy master limited partnerships (MLPs); companies covered included BPL, BWP, EPD, ETP, EXLP, KMI, KMP, MMP, MWE, NRGY, NS, OKS, PAA, PVR, QRE, and RGNC- Maintained the MLP space after senior analyst’s departure; worked with Equity Capital Markets on several recent MLP IPOs, which included building financials models and performing sales teach-ins - Interacted with and obtained information from senior corporate executives and investor relations personnel during industry conferences, company road-shows, conference calls, and telephone conversations Show less



Zimmer Lucas Partners

• Associate

  • Jan 2005 - Oct 2010

  - Covered U.S. electric and gas utilities with market caps ranging from ~$1 billion to ~$23 billion (coverage included AGL, CMS, EE, GAS, NEE, NJR, NWE, PNY, POR, SJI, WGL) - Built and maintained detailed financial models on each company under coverage, as part of bottoms up fundamental research approach - Regularly generated investment ideas (long or short ideas based on fundamental, bottoms up research as well as broader macro trends) - Reported directly to General Partners/Portfolio Managers; Provided PMs with real time relative values and views on event inflections - Projected company debt ratios (EBITDA/Debt, FFO/Debt) and provided sensitivity analysis on companies’ ability to maintain S&P/Moody debt ratings - Communicated regularly with senior management of covered companies as well as with sell-side research analysts, state and federal regulators, industry consultants, and lobbyists Show less