Experience

Ancora Holdings Group

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director, Fixed Income

  • Mar 2019 - Present



Key Private Bank

• Cleveland/Akron, Ohio Area

• Head of Taxable Fixed Income

  • Jan 2015 - Mar 2019

  Responsible for setting all taxable fixed income strategies for Key Private Bank. Manage over $4.5 billion of fixed income assets across various asset classes. Member of asset allocation committee, Chair fixed income committee. Responsible for setting all taxable fixed income strategies for Key Private Bank. Manage over $4.5 billion of fixed income assets across various asset classes. Member of asset allocation committee, Chair fixed income committee.



KeyBank

• United States
• Banking
• 700 & Above Employee

• SVP, Credit Derivatives Trader

  • Jan 2011 - Jan 2015

  Responsible trading credit derivatives for Credit Portfolio Management Team. Trade single name investment grade and high yield CDS and investment grade and high yield indices. Actively manage long index positions to reduce P&L volaility on single name short positions.

• VP, Credit Portfolio Manager

  • Aug 2005 - Jan 2011

  Responsible for reducing single name concentration risk in $20+ billion institutional bank loan portfolio. Recommend single name hedges to reduce overall risk of loan portfolio. Devise opportunities to obtain regulatory and economic capital relief on loan portfolio if necessary. Work closely with credit officers and various lines of buisness to determine the impact of new loans or refinancing of existing loans.



KeyBanc Capital Markets

• Cleveland/Akron, Ohio Area

• Fixed Income Analyst

  • 1999 - 2005

  Responsible for researching and recommending high yield and investment grade corporate bonds. Covered a wide range of sectors including financials, insurance, industrials, retail, gaming and REITs. Regularly meet with senior management of companies covered to discuss company and industry outlook to devise an investment recommendation. Construct and maintain financial models for companies covered. Responsible for researching and recommending high yield and investment grade corporate bonds. Covered a wide range of sectors including financials, insurance, industrials, retail, gaming and REITs. Regularly meet with senior management of companies covered to discuss company and industry outlook to devise an investment recommendation. Construct and maintain financial models for companies covered.