Experience

PFM Health Sciences

• United States
• Investment Management
• 1 - 100 Employee

• Investment Partner

  • Nov 2021 - Present

  San Francisco Bay Area



Balyasny Asset Management L.P.

• United States
• Investment Management
• 700 & Above Employee

• Investment Portfolio Manager

  • May 2019 - Aug 2021

  San Francisco Bay Area Biotechnology, pharmaceutical, medical technology, and life sciences tools investments. Sourced via deep due diligence process focused on scientific, medical, regulatory, access, competitive, and financial fundamentals. Participated in IPOs and follow-ons to capitalize innovative companies.

• Senior Investment Analyst

  • Sep 2016 - May 2019

  San Francisco, California Biotechnology and pharmaceutical team lead. Investments sourced via in-depth fundamentals analysis spanning scientific, medical, regulatory, access, competitive, and financial considerations.



SummitVision Capital, LLC

• Seed and Early Stage Investor

  • Jul 2014 - Sep 2016

  San Francisco, California Discovered, researched, and cultivated early-stage investments in biotechnology and technology sectors. Negotiated and participated in Angel through Series B investments.



Citadel

• United States
• Financial Services
• 700 & Above Employee

• Senior Investment Analyst

  • Mar 2011 - Jun 2013

  San Francisco, California Biotechnology, pharmaceutical, and medical technology investor. Participated in IPOs and follow-ons to capitalize innovative companies.



PFM Health Sciences

• United States
• Investment Management
• 1 - 100 Employee

• Investment Analyst

  • Jan 2009 - Mar 2011

  San Francisco, California Biotechnology and pharmaceuticals investor. Participated in IPOs and follow-ons to capitalize innovative companies.



J. Goldman & Co., L.P.

• United States
• Investment Management
• 1 - 100 Employee

• Investment Analyst

  • Apr 2006 - Dec 2008

  New York, NY Biotechnology and pharmaceuticals investor. Participated in IPOs and follow-ons to capitalize innovative companies.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Equity Research Senior Associate Analyst

  • Apr 2004 - Apr 2006

  New York, NY Published sell-side equity research on biotechnology and pharmaceutical companies. Vetted pre-IPO companies in partnership with IB / ECM teams, and established research coverage post IPO.



First Albany Capital

• Investment Banking
• 300 - 400 Employee

• Equity Research Associate Analyst

  • Mar 2003 - Mar 2004

  New York, United States Published sell-side equity research on biotech and pharma companies. Vetted pre-IPO companies and established research coverage post IPO.



WACHOVIA SECURITIES

• United States
• Financial Services
• 1 - 100 Employee

• Equity Research Associate Analyst

  • Jul 2002 - Mar 2003

  New York, United States Published sell-side equity research on medtech and HC services companies. Vetted pre-IPO companies and established research coverage post IPO.



Robertson Stephens

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst - Healthcare and Tech

  • Mar 2000 - Jul 2002

  San Francisco, California, United States Collaborated with IB and ECM teams to advise and execute IPO and secondary financings for innovative biotech and tech companies. Cultivated investor syndicates, priced IPOs and follow-ons, and provided after-market services.