Experience

Basswood Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Head Trader

  • Jul 2012 - Present



Olympia Capital Management

• New York, NY

• Hedge Fund Analyst

  • Dec 2011 - Jun 2012

  · Focus on the equity long/short strategy for Olympia's $1.5 billion fund of hedge funds portfolio. Other strategies covered include event driven, global macro and CTA's · Member of the nine person investment team responsible for initial investment decisions and monthly portfolio allocations · Source new managers by attending industry conferences and prospect meetings · Work with the CIO and senior analysts on the due diligence of new investments - select funds for potential investment and perform quantitative, portfolio and risk analysis for investment reports · Monitor existing investments, spread across approximately 10 managers, by conducting calls and on-site visits. The monitoring process includes a semi-annual due diligence update report written to ensure the original investment thesis for the manager is still intact · Perform risk analysis of equity managers by tracking top holdings, upgrading detailed risk reports and utilizing the Bloomberg API function · Write monthly and quarterly commentary on the market as well as current equity managers' performance for use in investor reports



ArcherOak Capital Management LP

• Old Greenwich, CT

• Execution Trader

  • Mar 2011 - Nov 2011

  · Executed trades in equity and futures markets for three portfolio managers at a $100 million technology and industrial focused L/S equity hedge fund · Utilized institutional sales traders, floor brokers and Passport in order to obtain optimal executions · Created a morning summary for use by portfolio managers and analysts. Summary included overnight market moves, macro news, research and upcoming events for the day · Wrote an end of day recap that summarized market action, stock moves, economic data and any other relevant intraday news · Maintained a monthly calendar of relevant corporate, economic and political events used by portfolio managers and analysts



G Core Capital Management LP

• New York, NY

• Execution Trader

  • Sep 2008 - Dec 2010

  · Executed trades in equity, options and futures markets for founder and other portfolio managers at a $300 million technology focused L/S equity hedge fund · Developed relationships with sales traders, traders and research sales teams in order to improve orderflow and execution · Monitored and analyzed different technical indicators to assist Portfolio Managers in executing trading strategies. Focused on DeMark Indicators and VWAPs · Gathered and analyzed daily research and news events using Bloomberg, Reuters, Thomson One, StreetAccount and other sources. Prepared and delivered summary of research to portfolio managers, traders and analysts · Utilized EzeCastle OMS to enter trade reports and maintain summary of portfolio holdings, exposures and total assets invested · Reconciled daily trade breaks and assisted CFO in amending P&L discrepancies for the firm's different accounts · Assisted CFO in maintaining daily/monthly P&L and exposure statements for use in risk assessment



Porter Orlin LLC

• New York, NY

• Trading Intern

  • May 2007 - Aug 2007

  · Assisted traders in daily operations at a $1.2 billion hedge fund. Responsibilities included trade execution, trade reconciliation and P&L accuracy assurance for the firm's numerous portfolios · Researched select technology sector projects for portfolio managers · Created and maintained new rating and tracking system for the firm's research and brokerage providers focused on allocating commissions more efficiently · Assisted traders in daily operations at a $1.2 billion hedge fund. Responsibilities included trade execution, trade reconciliation and P&L accuracy assurance for the firm's numerous portfolios · Researched select technology sector projects for portfolio managers · Created and maintained new rating and tracking system for the firm's research and brokerage providers focused on allocating commissions more efficiently