Experience

• 

  Mischler Financial Group

  • Stamford, Connecticut, United States

  • Managing Director

    • Apr 2020 - Present
    • Stamford, Connecticut, United States

    Structured Products Sales and Trading

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  Drexel Hamilton, LLC

  • Greater New York City Area

  • Structured Products Trading and Sales

    • Sep 2013 - Apr 2020
    • Greater New York City Area

    Part of management team for Structured Products Department of a Disabled Veteran owned broker dealer whose unique mission of hiring and training disabled veterans has created a close following of a broad base of Structured Products investors. Role includes teaching and mentoring military veterans and building business flows for the department. Recently added Fund Marketing with a focus on minority owned Structured Products strategies.

• 

  Hedges Lane Financial

  • Greater New York City Area

  • Managing Partner

    • Sep 2012 - Sep 2013
    • Greater New York City Area

    Hedges Lane Financial aims to form exclusive marketing partnerships with alternative investment managers with a focus in the Structured Products and Residential Mortgage space, leveraging over 25 years of relationships on both the buy and sell side.

• 

  Premium Point Investments

  • Managing Director

    • Jan 2010 - Jul 2012

    Member of Investment Committee- risk management , portfolio allocation Business Development- broaden client basePortfolio Management- RMBS with focus on Agency derivatives

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  Madison Square Capital

  • Chief Investment Officer

    • Jun 2008 - Jan 2010

    Manage interest rate risk by adjusting assets and liablities and through balance sheet rotation.

  • Executive Vice President

    • Jun 2008 - Jan 2010

    Chief Investment OfficerAgency MBS REIT

• 

  Highland Financial Holdings Group,LLC

  • Executive Vice President

    • Jan 1999 - Mar 2009

    Key roles at HFH included:* Led portfolio allocation and investment strategy-Rigorous sector review and cash flow analysis led to disciplined security selection in the following areas of expertise - Agency and non-agency residential adjustible rate mortgages (ARMs) -Agency and non-agency Collateralized Mortgage Obligations (CMOs) -Agency Pass Through Securities -Fixed and Floating Rate ABS -Commercial Mortgage Backed Securities (CMBS)* Responsible for risk management of HFH Funds and responsible for implementation and oversight of HFH's risk management driven culture.Risk Management responsibilities included launching daily risk reports tracking:Spread Risk - MBS and CDS hedgesInterest Rate Risk- Agency debentures,Eurodollar futures, interest rate swapsCredit Risk - ABX, CMBX, Credit surveillance systemVolatility Risk- Exchange traded interest rate puts and calls,swaptionsLiquidity Risk- actice balance sheet management with $12Billion in repo lines set up.Prepayment risk- Use of purchased software overlayed with proprietary analytics to control risk.Responsible for Portfolio Pricing Management of HFH Funds * Work with IT to build proprietary pricing system that collates pricing from dealer community, independent pricing services and HFH model driven pricing. * Pricing review process to correct inaccurate and unjustified pricing * Distribute justified pricing results to third party administratorsMarketing and Investor Relations * Key Marketing contibutions in growing the flagship fund strategy fro $20MM in 1999 to over $700MM in capital by 2007 * Raised $25MM in seed capital for HFH Short Plus Fund in 2006 * Authored monthly investment letter for several HFH Funds

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  Salomon Brothers

  • Director

    • 1982 - 1990

    Fixed Income Sales to Financial Institutions.