Director of Research

• Sep 2022 - Present

Director of Research, Senior Analyst

• 2008 - Sep 2022

Equity research including: detailed analytical company assessment, industry analysis, detailed financial modeling, and communicating research findings to the firm’s institutional client base of hedge funds, mutual funds and traditional asset managers. Multi-industry coverage includes: Industrials, Technology, Alternative Energy, Business Services, Health Care, and Materials. Equity research including: detailed analytical company assessment, industry analysis, detailed financial modeling, and communicating research findings to the firm’s institutional client base of hedge funds, mutual funds and traditional asset managers. Multi-industry coverage includes: Industrials, Technology, Alternative Energy, Business Services, Health Care, and Materials.

Vice President, Corporate Finance

• Jan 2004 - Sep 2006

M&A Advisory and private and public placements for companies primarily in the industries of Gaming Equipment, Business Services, Consumer and General Technology

Senior Research Analyst

• Jan 2004 - Sep 2006

Equity research focusing on Technology Special Situations, Network Security and the Data Storage Industry. Also Consumer Products

Associate Portfolio Manager, Research Analyst

• Sep 1999 - Jan 2004

Buy-side position assisting analysis of large cap equities as a generalist along with institutional style funds. Also responsible for analysis and recommending allocation of capital to mid-cap sector. Liaised between portfolio manager and senior analysts to communicate the strategy and rationale for specific holdings to investors and executors. Buy-side position assisting analysis of large cap equities as a generalist along with institutional style funds. Also responsible for analysis and recommending allocation of capital to mid-cap sector. Liaised between portfolio manager and senior analysts to communicate the strategy and rationale for specific holdings to investors and executors.