Experience

HCG Fund Management

• United States
• Investment Management
• 1 - 100 Employee

• Chief Investment Officer, Co Founder

  • Mar 2010 - 13 years 10 months

  Raleigh-Durham, North Carolina Area Co-founder and CIO of HCG Fund Management ("HCG"), an SEC-registered, specialty finance investment manager focused on digital private credit. HCG is one of the longest-standing investors in the digital private credit universe, having invested over $4.5 Billion in third party capital over 10 years.



SAB Capital

• Investment Management
• 1 - 100 Employee

• Senior Analyst

  • Jul 2006 - Feb 2010

  Greater New York City Area During the two years as the Head of Financials, SAB put up two of its best outperformance years relative to market index - Beat the S&P 500 by 20-30p.p relative (S&P down 37% in 2008, Fund down ~5%, JP portfolio responsibility up 20% for the year.) I joined SAB as a Senior Analyst with sector expertise in banks, specialty finance companies, and mortgage REITs to a team of 10+ investment professionals in 2007. The following year I was promoted to head analyst on financial and… Show more During the two years as the Head of Financials, SAB put up two of its best outperformance years relative to market index - Beat the S&P 500 by 20-30p.p relative (S&P down 37% in 2008, Fund down ~5%, JP portfolio responsibility up 20% for the year.) I joined SAB as a Senior Analyst with sector expertise in banks, specialty finance companies, and mortgage REITs to a team of 10+ investment professionals in 2007. The following year I was promoted to head analyst on financial and financial related stocks at SAB in 2008. By end of 2008, I was the only investment professional (non-trader) at the firm along with the founder. In 2009 the fund was up ~40-45%, while the market was up 26.5%- I was the only investment professional. After helping SAB post their best years I departed to form HCG in 2010. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jul 2004 - Jul 2006

  Greater New York City Area Associate - Generalist on the JP Morgan Partners Global Fund Part of team that did one of the first PE takeouts of an HMO company (CareMore – Medicare Advantage) Part of team that formed Harbor Point Re, newly formed reinsurance company with partnership from Chubb Re Part of 2 man team that liquidated JPMP’s remaining real estate portfolio in 2005/2006.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Jul 2002 - Jul 2004

  Greater New York City Area Analyst in the Latin America Mergers, Acquisition and Restructuring division Part of 3 person team that managed the largest corporate default in Argentina during the 2001-2002 crisis while at MS (Telecom Argentina)