Experience

Spicewood Partners

• United States
• Oil and Gas
• 1 - 100 Employee

• Partner & Co-Founder

  • Jun 2019 - Present

  Dallas, TX Spicewood Mineral Partners is a private mineral investment management firm based in Dallas, TX. Spicewood focuses on acquisition, aggregation and management of Minerals & Royalties within the top tier US basins, where we have downside protection from the lowest break-even development cost, deep inventory potential and highest quality resource potential. SMP will utilize its investment process, in-house technical expertise and industry relationships to provide the attractive returns to its… Show more Spicewood Mineral Partners is a private mineral investment management firm based in Dallas, TX. Spicewood focuses on acquisition, aggregation and management of Minerals & Royalties within the top tier US basins, where we have downside protection from the lowest break-even development cost, deep inventory potential and highest quality resource potential. SMP will utilize its investment process, in-house technical expertise and industry relationships to provide the attractive returns to its investment partners. www.spicewoodpartners.com Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Head of Regional Advisory for Americas | Managing Director

  • May 2013 - Jun 2019

  Dallas, Texas Head of UBS' IB Advisory Teams for West Coast and Central and Southeast Regions. Overlooked the Dallas, San Francisco, Chicago, Atlanta, and Denver offices. Managed a 20 person team of Global Equities and Middle-Markets. The team(s) focused on Hedge Funds, Asset Managers, and Pensions. Lead Coverage of Carlson Capital, HBK Capital, Citadel, Invesco, Millennium, Balyasny Capital, Surveyor Capital, Key Group Holdings, etc.



RBC Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Co-Head of Americas Advisory | Managing Director

  • Jul 2009 - Feb 2013

  Dallas & New York City Co-Head of Americas Equity Sales. Led the build out of the Capital Markets business across the US. Overlooked Texas Equities, Atlanta, Chicago, San Francisco, and L.A. offices.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Director

  • Jun 2003 - Jun 2009

  Dallas, Texas, United States

• Vice President

  • Jun 2002 - Jun 2003

  New York, New York, United States Equity Advisory

• Associate

  • Jan 2000 - Jun 2002

  New York, New York, United States Global Associate Program



Herzog Heine Geduld

• Trader / Analyst

  • Jan 2000 - Nov 2001

  New York City / Jersey City



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Analyst (Summer program)

  • May 1999 - Aug 1999

  New York City



Salomon Smith Barney

• United States
• 1 - 100 Employee

• Summer Intern

  • May 1997 - Aug 1998

  Dallas, Texas