Experience

Granahan Investment Management
• United States
• Investment Management
• 1 - 100 Employee
• Vice President, Trading

  • Mar 2021 - Present


Cadence Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Head Trader

  • May 1997 - Dec 2020

  Managed all aspects of the trading function across equites, options & currencies for institutional asset manager. Responsible for high and low touch execution, single stock and program trading. Managed commission budgeting, tracking and reporting including soft-dollar and commission sharing agreement budgeting and payments. Responsible for all trade cost analysis and associated reporting. Managed internal research vote for analysts and portfolio managers. Managed relationships with research and brokerage providers to optimize access to resources. Collaborated with portfolio managers and analysts to develop investment ideas and trading strategies.



Boston Stock Exchange

• Financial Services
• 1 - 100 Employee

• Surveillance Analyst

  • 1995 - 1997

  Developed an understanding of the National Market System as an Intermarket Trading System (ITS) Analyst. Gained first-hand knowledge of equity trading practices and strategies through extensive interaction with specialists and floor brokers and in-depth analysis of trading activity. Applied knowledge of ITS rules in resolving Intermarket trade disputes on behalf of members. Initiated and conducted investigations into questionable trading activity to ensure compliance with Exchange and SEC rules and regulations