Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Portfolio Manager

  • Oct 2022 - Present



Walthausen & Co., LLC

• United States
• Financial Services

• Senior Equity Research Analyst, Partner

  • Jul 2011 - May 2022

  (Senior Analyst) • Monitor coverage list of internally managed U.S. small, mid, and micro-capitalization value equity portfolios with an aggregate AUM of $500 million, including the Walthausen Small Cap Value Fund (WSCVX) and Walthausen Focused Value Fund (WSVIX). Generalist industry coverage responsibilities. • Independently source and recommend new investment ideas within each fund’s respective investment universe. Review a minimum of 24 new companies annually, which aggregates to over 240 companies during employment tenure. • Generate and present investment recommendations and theses both verbally and in written form. • Create income statement, cash flow and balance sheet financial projections. • Perform security valuation analysis to set price targets. • Cultivate relationships with C-level executives to gain detailed insights into a Company’s operations. (Partner) • Perform client performance attribution analysis on a quarterly and ad-hoc basis. • Evaluate team member’s investment recommendations. • Participate in Partner meetings to guide the strategic direction of the business. • Attend client meetings to discuss portfolio holdings under coverage. • Generate investment blog-posts for the Company’s website. • Mentor junior analysts. Show less



Paradigm Capital Management, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Equity Research Analyst

  • Jan 2000 - Jun 2011

  • Monitored coverage universe of U.S. small-capitalization value portfolio with $400 million total AUM. Generalist industry coverage responsibilities. • Sourced, fully researched and recommended equity investments within the U.S. small capitalization universe, including short positions on a $100 million long-short hedge fund. • Monitored coverage universe of U.S. small-capitalization value portfolio with $400 million total AUM. Generalist industry coverage responsibilities. • Sourced, fully researched and recommended equity investments within the U.S. small capitalization universe, including short positions on a $100 million long-short hedge fund.



Travelers

• United States
• Insurance
• 700 & Above Employee

• Commercial Credit Analyst

  • Jan 1998 - Dec 1999

  • Analyzed and monitored the credit profile of corporate commercial insurance clients and perspective clients. • Performed financial modeling, covenant analysis and liquidity analysis to derive a credit score. • Analyzed and monitored the credit profile of corporate commercial insurance clients and perspective clients. • Performed financial modeling, covenant analysis and liquidity analysis to derive a credit score.



KeyBank

• United States
• Banking
• 700 & Above Employee

• Budget Accountant

  • Sep 1994 - Dec 1997

  • Assisted in the creation of the annual budget and monthly reforecast for the National Trust Department. • Created internal financial reports used by executive management to evaluate financial performance.

• Treasury Accountant

  • Sep 1991 - Aug 1994

  • Maintained and monitored the mortgage close-out cash account. • Completed wire transfer disbursement of funds used to pay-off third party mortgage balances.