Bio
Credentials
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Series 65
Financial Industry Regulatory Authority (FINRA)Apr, 2014- Apr, 2026
Experience
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Mead Capital Management, LLC
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Derry, New Hampshire
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CEO & Chief Investment Officer
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Jan 2020 - Present
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Derry, New Hampshire
Boutique Investment Management
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Founder & Analyst
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Mar 2021 - Present
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Founder
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Nov 2019 - Present
The Oracle's Classroom is a site focused on curating the timeless wisdom of Berkshire Hathaway, Warren Buffett, and Charlie Munger, and keeping that wisdom relevant to today.
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United States
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Financial Services
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100 - 200 Employee
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Assistant Vice President - Commercial Loan Officer
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Jan 2016 - Dec 2019
At Pentucket Bank I served as a trusted advisor to business owners to help them finance their operations. I assisted with term loans, lines of credit, equipment lines, letters of credit, commercial real estate financing, among other financing needs.
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Assistant Vice President, Commercial Loan Portfolio Manager
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Jun 2012 - Dec 2015
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People's United Bank
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North Andover, MA
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Senior Commercial Credit Analyst
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Dec 2010 - Jun 2012
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North Andover, MA
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Founder
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Jun 2006 - Dec 2011
*Founded company to take advantage of niche market*Overall involvement with everything from accounting to repair processes
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Credit Analyst
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Sep 2009 - Dec 2010
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Founder
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Jan 2003 - Dec 2010
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Universal Associate - Retail
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Nov 2008 - Sep 2009
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Education
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Southern New Hampshire University
MBA - Finance, Finance -
Southern New Hampshire University
Finance; Minor in Economics, Finance, Economics
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References
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