Experience

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  Crimson Asset Management

  • Toronto, Canada Area

  • Investment Analyst

    • Sep 2017 - Present
    • Toronto, Canada Area

    Crimson Asset Management is an independent and focused boutique investment firm with an expertise in US and Canadian small cap investing. Our firm seeks to maximize absolute investment returns for clients over the long-term, while preserving capital and delivering exceptional client service.Crimson’s approach to investing is rooted in our firm’s investment philosophy, focus, and rigorous and in-depth research process. We believe this approach, in combination with the expertise and experience of our investment team, provides us with a competitive advantage in identifying attractive opportunities to invest in quality companies at attractive valuations.

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  Ewing Morris & Co. Investment Partners Ltd.

  • Toronto, Canada Area

  • Research Intern

    • May 2017 - Aug 2017
    • Toronto, Canada Area

    • Report directly to the portfolio manager(s)• Research on industry trends, financial statement analysis, and assessment of company management and strategies in order to provide a brief report that prepares the portfolio managers for management meetings. This required compiling data from multiple sources and consolidating them into research reports• Participate in meetings with management of companies • Ad-hoc research tasks to support the portfolio managers investment ideas • Critical analysis of investment ideas presented by the portfolio manager• Participate in weekly investment meetings

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  State Street

  • Toronto, Canada Area

  • Corporate Actions Research Specialist

    • Aug 2014 - Apr 2017
    • Toronto, Canada Area

    • Use Bloomberg to gather pricing and security information• Research and analyze company prospectuses, press releases, and news sources for information important to clients• Collaborate in a small team to meet deadlines • Research corporate actions and process various notifications for clients• Train other team members on various processes, develop procedures for daily tasks