Experience

O'Shaughnessy Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Vice President, Client Portfolio Specialist

  • Jan 2023 - Present

  Naples, Florida, United States

• Client Portfolio Associate

  • Mar 2019 - Dec 2022

  Washington DC-Baltimore Area



Investor Amnesia, LLC

• President

  • Sep 2020 - Present

  Washington DC-Baltimore Area



Gallagher

• United States
• Insurance
• 700 & Above Employee

• Investment Analyst

  • Jun 2017 - Mar 2019

  Washington D.C. Metro Area • Responsible for the assessment, development and delivery of investor data to institutional clients and consultants. Reports include areas such as asset allocation, portfolio performance, and tactical investment weighting decisions. • Active member of the International Equity research team, which conducts due diligence on a range of international and global equity managers, and evaluates their suitability for client's portfolios. • Serve as the daily point of contact for 11 clients with… Show more • Responsible for the assessment, development and delivery of investor data to institutional clients and consultants. Reports include areas such as asset allocation, portfolio performance, and tactical investment weighting decisions. • Active member of the International Equity research team, which conducts due diligence on a range of international and global equity managers, and evaluates their suitability for client's portfolios. • Serve as the daily point of contact for 11 clients with more than $5 billion AUM. • Research and produce market updates for clients on a bi-weekly basis. • Co-wrote multiple white papers covering a range of investment topics, including private debt, and equity market volatility. • Produce equity research reports evaluating risk and performance for publicly listed corporate clientele holding company stock in their pension fund. Show less



VogelHood Group

• Summer Analyst

  • Apr 2016 - Apr 2017

  Washington D.C. Metro Area • Engaged in extensive research projects for multiple Fortune 500 companies that included mapping lobbyist relationships, performing due diligence analyses, conducting market assessments, and advising corporate clients on how to better respond to government risk. • Actively contributed to the firm's analysis and coverage of M&A transactions that faced regulatory review from either the FTC or DOJ (Most notably Walgreens-Rite Aid). My reports included merger arbitrage and time-pattern… Show more • Engaged in extensive research projects for multiple Fortune 500 companies that included mapping lobbyist relationships, performing due diligence analyses, conducting market assessments, and advising corporate clients on how to better respond to government risk. • Actively contributed to the firm's analysis and coverage of M&A transactions that faced regulatory review from either the FTC or DOJ (Most notably Walgreens-Rite Aid). My reports included merger arbitrage and time-pattern analyses, reviewing past FTC legal documents from similar cases, and determining market concentration levels. • Two specific M&A reports that I wrote were sent directly to our hedge fund clients, who hold over $500 billion in assets under management. • Individually developed and pitched a quant-driven predictive model that would have forecasted large corporation's ability to influence the regulatory rule making process. This model directly led to the creation of a broader model that was developed for one of the nation's leading policy analytics and industrial insights news outlets. Show less