Experience

FERN Impact Partners LLC

• United States
• Investment Management
• 1 - 100 Employee

• CIO

  • Sep 2018 - Present

  Greater New York City Area



FERN Impact Advisors LLC (Formerly Hunter Investment Partners LLC)

• Founder and Managing Partner

  • Jun 2012 - Present

  New Jersey, New York, Georgia



Bedford Oak Partners, L.P.

• Portfolio Manager/Head Trader

  • Mar 1998 - Jun 2010

  *Portfolio manager to long/short US equities/options hedge fund, consisting of 4 funds and SMAs; directly involved in the security selection process *Ran the trade operation in it’s entirety, primarily in equities and derivatives with some bond exposure *Instrumental in raising assets: meeting with potential investors, providing required documentation and information, and closing deals *Key point person for the fund’s high net worth and institutional clients *Key point person to… Show more *Portfolio manager to long/short US equities/options hedge fund, consisting of 4 funds and SMAs; directly involved in the security selection process *Ran the trade operation in it’s entirety, primarily in equities and derivatives with some bond exposure *Instrumental in raising assets: meeting with potential investors, providing required documentation and information, and closing deals *Key point person for the fund’s high net worth and institutional clients *Key point person to coordinate legal, accounting, onshore and offshore fund administration with day to day fund and trading operations; Oversaw fund filing and reporting requirements; primary contact on annual audits and reporting to clients *Conducted technical trading analysis for portfolio holdings as well as extensive ‘watch list’ *Developed and maintained relationships with broker/dealers to ensure best possible execution and timely/accurate calls on positions as well as access to all the sell side has to offer (calendar, company meetings, conferences, etc) *Responsible for trading budget/planning and the placement of trades with sell side firms and for reporting trades to management *Conducted daily morning meeting on issues of merit in the fund’s investment universe; News and information gathering and dissemination on relevant portfolio positions, groups/industries and the overall market intraday *Maintains internal records on the firms stocks, including earnings dates, dividend dates, conference/management presentations, daily news in the individual stocks as well as the group and the overall market *Conducted analysis and sales calls to evaluate desirable trade/position ideas as well as attend industry/company conferences *Managed research and back office operations *Worked directly with the Chairman and other officers of the fund to develop, implement and maintain: investment processes, trading and operations processes, business/admin processes, marketing plans, personnel/infrastructure needs. Show less



100 Women In Finance

• Financial Services
• 1 - 100 Employee

• Portfolio Manager/Head Trader PAC

  • 2006 - 2008

  Greater New York City Area Member of the founding/original Portfolio Manager/Head Trader Peer Advisory Group for 100 WHF.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Institutional Block Trading

  • Jun 1995 - Mar 1998

  Greater New York City Area *Listed Institutional trader to the extensive retail sales force to facilitate order execution on block trades *Developed working relationships with and a keen understanding of the needs of the retail brokers and how to add value *News and information gathering and dissemination on relevant stock positions to the retail sales force *Provided market insight to traders, institutional accounts and institutional and retail sales force