Experience

Eagle Global Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Vice President, Global Equity Strategies

  • Jan 2015 - Present

  Houston, Texas Area • Combine analysis of companies’ market positions, strategic initiatives, capital allocation decisions, and financial statement data with multiple valuation methodologies to select and manage equity investments for Eagle’s US and International portfolios (aggregate AUM of $1.5 billion). • Monitor portfolio holdings through primary and secondary research, creation of KPIs, evaluation of operating performance and value creation, variance analysis, assessment of SEC filings, and modeling and… Show more • Combine analysis of companies’ market positions, strategic initiatives, capital allocation decisions, and financial statement data with multiple valuation methodologies to select and manage equity investments for Eagle’s US and International portfolios (aggregate AUM of $1.5 billion). • Monitor portfolio holdings through primary and secondary research, creation of KPIs, evaluation of operating performance and value creation, variance analysis, assessment of SEC filings, and modeling and sensitivity analysis of company and industry fundamentals. • Manage, back-test, and improve Eagle’s quantitative models to provide rigorously tested screening tools for the firm’s investment process. • Developed investment strategies which culminated in the creation of two new quantitative products, a mutual fund investing in Israeli equities and the Eagle Emerging Markets Dividend Fund.

• Equity Research Analyst

  • Mar 2008 - Dec 2014

  Houston, Texas Area • Researched and recommended equity positions for both the US and International equity strategies as a generalist equity analyst with sector responsibilities in the Energy, Utilities, and Materials sectors. • Oversaw hiring process and management of annual summer internship program.



Rice Business - Jones Graduate School of Business

• United States
• Higher Education
• 200 - 300 Employee

• Adjunct Professor

  • Aug 2021 - May 2022

  Houston, Texas, United States • Serve as an instructor for MGMT 643, an MBA-level course focused on the practical application of investment management curriculum. • Mentor and guide students in their management of the M.A. Wright Fund, a student-run portion of the Rice University endowment. • Lecture topics include valuation methodologies, investment thesis creation and presentation, and financial statement analysis.



Canaccord Genuity Group Inc.

• Canada
• Financial Services
• 700 & Above Employee

• Analyst - Equity Research

  • Dec 2006 - Feb 2008

  Analyst • Provided primary research coverage on eight US oilfield services companies. • Published company, industry, and sub-sector reports, price target and recommendation revisions, and general research notes. • Marketed research product and accompanied management teams on non-deal roadshows. Senior Associate • Initiated coverage on a 14-company small- and mid-cap oilfield services universe. • Constructed operating models with integrated financial statement… Show more Analyst • Provided primary research coverage on eight US oilfield services companies. • Published company, industry, and sub-sector reports, price target and recommendation revisions, and general research notes. • Marketed research product and accompanied management teams on non-deal roadshows. Senior Associate • Initiated coverage on a 14-company small- and mid-cap oilfield services universe. • Constructed operating models with integrated financial statement forecasts and valuations based on fundamental analysis of public data, SEC filings, trade publications, and management interaction. • Developed and automated a comprehensive sector screen, weekly dashboard, and comparative valuation and operating metrics database used to aid in coverage selection and analysis. Show less



Sterne Agee

• United States
• Financial Services
• 100 - 200 Employee

• Associate - Equity Research

  • Jun 2006 - Nov 2006

  Houston, Texas Area • Produced and maintained detailed company valuation models and quarterly EPS and CFPS forecasts for an 11-company small-cap exploration and production coverage universe.



BindView

• Software Development

• Business Analyst

  • 2003 - 2004

  • Analyzed pipeline and forecast reports, allowing sales-team management to decrease sales cycles, increase efficiency, gain visibility into weekly changes, and accurately forecast performance. • Created territories for sales divisions by analyzing target companies’ revenues, headcounts, and verticals, maximizing BindView’s opportunity set by aligning team focus with customer needs. • Designed weekly, monthly, and quarterly management reports used to track attainment, measure forecasting… Show more • Analyzed pipeline and forecast reports, allowing sales-team management to decrease sales cycles, increase efficiency, gain visibility into weekly changes, and accurately forecast performance. • Created territories for sales divisions by analyzing target companies’ revenues, headcounts, and verticals, maximizing BindView’s opportunity set by aligning team focus with customer needs. • Designed weekly, monthly, and quarterly management reports used to track attainment, measure forecasting accuracy, and evaluate profitability, allowing more accurate and timely data. Show less



Solid Systems, a division of Basis, Inc.

• Business Manager & Regional Controller

  • 2002 - 2003

  • Supervised accounts receivable, accounts payable, purchasing, collections, payroll, inventory, and month-end close for all Solid Systems locations. • Created and implemented sales and purchasing processes, standardizing the accounting for inventory management as well as deferred and prepaid revenues and costs.



Solid Systems, Inc.

• Business Analyst

  • 2000 - 2002

  • Produced fiscal year budgets, monthly variance analyses, short- and long-term financial forecasts and recasts for all locations and all lines of business, and financial materials for board meetings. • Generated and analyzed data regarding merger activity, business consolidation, and corporate restructuring, and, as a member of a four person wind-down crew, assisted in the sale of company assets including the divestiture of business units to multiple entities. • Developed, through… Show more • Produced fiscal year budgets, monthly variance analyses, short- and long-term financial forecasts and recasts for all locations and all lines of business, and financial materials for board meetings. • Generated and analyzed data regarding merger activity, business consolidation, and corporate restructuring, and, as a member of a four person wind-down crew, assisted in the sale of company assets including the divestiture of business units to multiple entities. • Developed, through coordination with sales, marketing, and technical departments, all costing metrics associated with the company’s data center hosting model, a new business model funded with $20MM in venture capital. Show less



PaineWebber

• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • 1999 - 2000