Experience

Boston Financial

• United States
• Financial Services
• 100 - 200 Employee

• Vice President - Equity Production

  • Apr 2018 - 5 years 9 months

  Greater Boston Area

• Acquisitions

  • Apr 2012 - 11 years 9 months

  Boston, MA Underwriter with Boston Financial Investment Management, Equity Production department. Analyzing multifamily affordable housing projects eligible for Low Income Housing Tax Credits (LIHTC) and Historic Tax Credits (HTC) throughout the country. Managing the process from letter of intent to admission into the Partnership.



Cambridge Associates

• United States
• Financial Services
• 700 & Above Employee

• Senior Analyst

  • Jun 2007 - Mar 2012

  Boston, MA Analyzed and monitored U.S. and Global buyouts, venture capital, mezzanine, distressed, fund of funds, real estate, and natural resource funds. Conducted quantitative due diligence on alternative managers across sub-asset classes with fund capitalization ranging from $50 million to $20 billion, contributing to the information for comprehensive reports that detail overall fund performance, individual client performance, and portfolio company operational performance, as well as partner… Show more Analyzed and monitored U.S. and Global buyouts, venture capital, mezzanine, distressed, fund of funds, real estate, and natural resource funds. Conducted quantitative due diligence on alternative managers across sub-asset classes with fund capitalization ranging from $50 million to $20 billion, contributing to the information for comprehensive reports that detail overall fund performance, individual client performance, and portfolio company operational performance, as well as partner attribution and exposure analytics. Worked with one of the firm's largest private investments clients due to a proven ability to handle complex issues and provide quality service directly to institutional CIO's. Show less