Bio
Credentials
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CFA Candidate (Level 3)
CFA InstituteAug, 2019- Apr, 2026 -
Bloomberg Market Concepts
Bloomberg LP
Experience
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Sweetbay Capital
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Raleigh, North Carolina, United States
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Founding Partner
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Nov 2022 - Present
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Raleigh, North Carolina, United States
Co-founder of Sweetbay Capital, a real estate private equity firm focused on generating superior risk-adjusted returns through multifamily investments in the southeastern United States
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First Lieutenant
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Jun 2017 - Present
Contribute to readiness, accountability, and development of three detachments of soldiers and over $10 million of weapons, vehicles, and equipment
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NovaQuest Capital Management
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Raleigh, North Carolina, United States
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Private Equity Associate
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Oct 2020 - Oct 2022
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Raleigh, North Carolina, United States
Responsible for evaluating, executing, and monitoring control equity investments in tech-enabled healthcare businesses
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Gryphon Investors
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San Francisco, California
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Capital Markets Associate
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Aug 2018 - Sep 2020
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San Francisco, California
Responsible for arranging financing for leveraged buyouts, add-on acquisitions, dividend recapitalizations, and other transactions across Gryphon’s private equity portfolio in addition to portfolio company financial reporting oversight; contributed to fundraising, deployment, and management of Gryphon’s credit funds
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Triangle Capital Corporation
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Raleigh, North Carolina
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Analyst
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Jul 2017 - Jul 2018
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Raleigh, North Carolina
Responsible for underwriting, valuation, and portfolio monitoring across a $1.0 billion portfolio of private debt and equity investments in predominantly sponsor-backed transactions; Triangle was acquired by Barings and Benefit Street Partners in August of 2018
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Bowden Investment Group (ASU)
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Boone, North Carolina
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Capital Markets and Equities Analyst
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Aug 2016 - May 2017
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Boone, North Carolina
Participated in a selective program that provides 10-15 students per year an opportunity to develop skills in equity research, financial modeling, and fundamental analysis through actively managing a portfolio of +$130k in public equities
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United States
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Higher Education
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700 & Above Employee
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Tutoring Lab Manager
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May 2016 - May 2017
Managed schedules for tutors and students in a wide range of disciplines across all majors at Appalachian State University while continuing to tutor 10+ students across 4 subjects
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Tutor (Economics, Statistics, Accounting, Finance)
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Sep 2015 - May 2017
Tutored 10-15 students per week in Economics, Statistics, Accounting, and Finance
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Kelly Window and Door
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Cary, NC
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Installer
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May 2013 - Jan 2015
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Cary, NC
Worked on a two-man team installing high-quality windows, doors, and retractable awnings, as well as other home improvement products
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Parts Specialist
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Mar 2013 - Aug 2013
Sold auto parts to retail and commercial customers and managed inventory of thousands of SKUs
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Education
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2013 - 2017Appalachian State University
Bachelor of Science in Business Administration, Finance and Banking -
2009 - 2013Cary Christian School
High School Diploma, 4.56
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Industry Focus. “Real Estate and Property Management”
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