Experience

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  Legacy Wealth Management, Inc. (Memphis, TN)

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Director of Portfolio Management

    • Jun 2023 - Present

  • Portfolio Manager

    • Jun 2017 - Jun 2023

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  Hawthorn, PNC Family Wealth

  • United States
  • Financial Services
  • 700 & Above Employee

  • Investment Officer

    • Feb 2016 - Jun 2017

    At Hawthorn our primary objective is to keep wealthy families wealthy. I am responsible for managing individual investment portfolios for family relationships with investable assets in excess of $20 million. I have worked to improve our MLP cost basis accounting so that Investment Officers can make more tax conscious decisions. I have helped generate new Assets Under Management utilizing our sales and client on-boarding process. I continue to produce easy to use valuation reports and mutual fund performance reports.

  • Associate Investment Advisor

    • Aug 2014 - Feb 2016

    At Hawthorn our primary objective is to keep wealthy families wealthy. I am responsible for managing individual investment portfolios for clients with investable assets in excess of $20 million. I match client risk profiles with customized allocations in order to meet return objectives while minimizing tax consequences. I developed an easy to use valuation framework that allows Investment Officers to make decisions based on data instead of emotion. I create monthly performance reports for mutual funds and separately managed accounts. I am a member of the technicals team, performance reporting committee, and alternative asset pricing group.

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  Nepsis Capital Management

  • Investment Analyst

    • Jun 2013 - Jul 2014

    At Nepsis Capital Management we deliver the message of clarity to investors. At Nepsis, I was responsible for proposing buy/sell action after analyzing investment options with DCF, DDM, and relative valuation models. I was also responsible for leading valuation discussions on weekly investment committee conference calls. These calls provided the committee the opportunity to debate a variety of investment ideas and strategies in the current marketplace. I also created a company specific research report template that will eventually be utilized as a marketable investment research document.http://www.nepsiscapital.com/

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  University of Iowa

  • Iowa City, Iowa

  • Graduate Assistant

    • Aug 2012 - May 2014
    • Iowa City, Iowa

    I was responsible for helping to conduct behavioral finance experiments that analyze individuals economic decision making. I assisted in experimental design and analyzed the results once tests had been run. I also collected data to determine the effects of changing University policies.

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  The University of Iowa Henry Fund

  • Iowa City, Iowa

  • Equity Research Analyst - Health Care Sector

    • Nov 2012 - Jan 2014
    • Iowa City, Iowa

    The Henry Fund is a $3 million dollar endowed equity portfolio managed by University of Iowa MBA students. The team of 11 was selected through a competitive application process. During my time with the Henry Fund I was responsible for researching and creating reports on the health care sector, presenting my findings to the team and the Board. Working with the Henry Fund provided me experience with Bloomberg, FactSet, and Excel. At the Henry Fund we used valuation analysis to determine investment recommendations. Our research was built primarily around DCF, DDM, and relative valuation analysis.http://tippie.uiowa.edu/henry/

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  Allsteel

  • Muscatine, IA

  • Bid Analyst Intern

    • May 2013 - Aug 2013
    • Muscatine, IA

    As an intern at Allsteel, I created a comprehensive win/loss document to show where we could be more effective in the bidding process. This was followed by presentations to senior leadership on how to increase our bid win rate by region, dealer, job size, and end user. I also improved a standard work training guide for new analysts, increasing department efficiency by minimizing training time.http://www.allsteeloffice.com/

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  Vistabon Inc

  • Management Consultant Associate

    • Mar 2011 - Jan 2013

    At Vistabon I was responsible for enhancing the preparation for audit consultations by analyzing prospective clients’ business practices. This was followed by a review of front and back end practices in order to ensure that design objectives were adequately controlled. Throughout my work I was responsible for creating reports on clients' business models and practices and presenting my findings to the company president.http://www.vistaboninc.com/

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  Riverside Casino and Golf Resort

  • Riverside, Iowa

  • Table Games Floor Supervisor

    • Mar 2010 - Aug 2012
    • Riverside, Iowa

    At Riverside, I started as a Table Games Dealer. As requesting to learn all the games in my first three months I was quickly promoted to Dual Rate Supervisor. Within the next year I was again promoted to Floor Supervisor. I was responsible for monitoring patrons gaming activity in order to prevent any violation of state and federal laws. I was also responsible for training new dealers and new floor supervisors to ensure games ran smoothly and properly. My customer service skills in contentious situations generated positive client feedback to upper management about my conflict resolution skills. These skills resulted in client retention on multiple occasions.http://www.riversidecasinoandresort.com/index.html