Experience

CrossingBridge Advisors, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Assistant Portfolio Manager

  • Aug 2022 - Present

  Pleasantville, NY Trading & research analysis. High yield, stressed & high grade credit, special situations, SPACs & opportunistic equities, and more. Bond, loans, converts, preferred, equities, options, long or short. Advise on all portfolio investments.



Cohanzick Management, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Assistant Portfolio Manager

  • May 2010 - Aug 2022

  Pleasantville, NY Trading & analysis. High yield, stressed & high grade credit, special situations, SPACs & opportunistic equities. Bond, loans, converts, preferred, equities. Advise on all portfolio investments.



Seven Bridges Management LP

• Consultant

  • Apr 2009 - Dec 2009

  New York, NY Source and analyze distressed and long/short opportunities in credit and equities for event-driven hedge fund.



Ellington Management Group

• United States
• Investment Management
• 100 - 200 Employee

• Senior Credit Analyst

  • May 2007 - Dec 2008

  Old Greenwich, CT Senior Credit Analyst for Convertible Securities portfolio. Primary responsibility for leveraged portfolio of syndicated bank loans within multi-strategy hedge fund. Advise on investments across the portfolio. Trained traders and junior analysts in leveraged credit analysis. Worked on high yield, distressed and high grade corporates, financials and REIT's.



Bear Stearns / BSAM

• Associate Director

  • Jun 2002 - Apr 2007

  New York, NY Senior credit analyst in group managing approximately $2 billion in leveraged loans and high yield bonds in levered and unlevered structures. Evaluated new issues and made trading recommendations. Managed workouts and negotiated amendments. Trained junior analysts. Led new deal review process. Sector coverage included restaurants/retail, gaming/lodging, entertainment/satellite, real estate and building products, aerospace/defense, power plants, and general industrials. Obtained NASD… Show more Senior credit analyst in group managing approximately $2 billion in leveraged loans and high yield bonds in levered and unlevered structures. Evaluated new issues and made trading recommendations. Managed workouts and negotiated amendments. Trained junior analysts. Led new deal review process. Sector coverage included restaurants/retail, gaming/lodging, entertainment/satellite, real estate and building products, aerospace/defense, power plants, and general industrials. Obtained NASD Series 7, 63 and 65 licenses. Show less



Trust Company of the West (now Crescent Capital Group)

• Assistant Vice President

  • Jan 1999 - May 2002

  New York, NY Senior credit analyst in group managing approximately $4 billion of leveraged loans in levered and unlevered structures. Evaluated new issues and made trading recommendations. Took active leadership position in workout situations and negotiated amendments. Sat on official and ad hoc creditors' committees. Sector coverage included health care, gaming/lodging/real estate, transportation, equipment rental and wire and cable.



Sears, Roebuck and Co.

• United States
• Retail

• Analyst

  • Oct 1997 - Dec 1998

  Hoffman Estates, IL Analyst for Business Development Group (acquisitions, divestitures, joint ventures)



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Banker

  • Oct 1996 - Oct 1997

  Chicago, IL Third-year investment banking analyst. Worked on deals in gaming, industrials, media and retail sectors, as well as Sam Zell's non-real estate portfolio companies.



Crescent Capital/TCW (now Crescent Capital Group)

• High Yield Analyst

  • Apr 1994 - Oct 1996

  Los Angeles, CA Senior high yield analyst covering health care, gaming/lodging, consumer products, broadcasting/entertainment and printing/publishing. Particular focus on "stressed" portion of the high-yield market. Primary focus on bonds, with additional work on mezzanine and reorg equities.



Congressional Budget Office

• United States
• Government Administration
• 100 - 200 Employee

• Research Assistant

  • Jun 1992 - Apr 1994

  Washington, DC Research assistant for National Security Division



Real Estate/Municipals Sell-Side Boutique

• Intern

  • Aug 1993 - Mar 1994

  Washington, DC