Managing Director, Senior Equity Research Analyst

• Jun 2020 - Present

Research and Strategy - Diagnostics, Life Science Tools Research and Strategy - Diagnostics, Life Science Tools

Board member - Economics Alumni Advisory Board

• Jul 2012 - Present

Chief Financial Officer

• Jan 2020 - Jun 2020

ArcherDX agreed to be acquired by Invitae (NYSE: NVTA) to create a global leader in comprehensive cancer genetics and precision oncology. ArcherDX is a leading genomic analysis company democratizing precision oncology through a suite of products and services that are highly accurate, personal, actionable and easy to use in local settings. ArcherDX is advancing molecular diagnostics with a robust technology platform for genetic mutation detection by next-generation sequencing. ArcherDX is… Show more ArcherDX agreed to be acquired by Invitae (NYSE: NVTA) to create a global leader in comprehensive cancer genetics and precision oncology. ArcherDX is a leading genomic analysis company democratizing precision oncology through a suite of products and services that are highly accurate, personal, actionable and easy to use in local settings. ArcherDX is advancing molecular diagnostics with a robust technology platform for genetic mutation detection by next-generation sequencing. ArcherDX is headquartered in Boulder, Colorado. Show less ArcherDX agreed to be acquired by Invitae (NYSE: NVTA) to create a global leader in comprehensive cancer genetics and precision oncology. ArcherDX is a leading genomic analysis company democratizing precision oncology through a suite of products and services that are highly accurate, personal, actionable and easy to use in local settings. ArcherDX is advancing molecular diagnostics with a robust technology platform for genetic mutation detection by next-generation sequencing. ArcherDX is… Show more ArcherDX agreed to be acquired by Invitae (NYSE: NVTA) to create a global leader in comprehensive cancer genetics and precision oncology. ArcherDX is a leading genomic analysis company democratizing precision oncology through a suite of products and services that are highly accurate, personal, actionable and easy to use in local settings. ArcherDX is advancing molecular diagnostics with a robust technology platform for genetic mutation detection by next-generation sequencing. ArcherDX is headquartered in Boulder, Colorado. Show less

Managing Director, Senior Equity Analyst

• Dec 2017 - Jan 2020

Analyzed leading growth companies in medical technology sectors: diagnostics, life science tools, labs, and animal health. Clinical areas of coverage included oncology, liquid biopsies, infectious disease and women's health. Areas within in-vitro diagnostics (IVD) included next generation sequencing (NGS) and precision medicine, molecular diagnostics, and point-of-care diagnostics. Authored industry and company reports, proprietary surveys, physician interviews, and opinions recommending… Show more Analyzed leading growth companies in medical technology sectors: diagnostics, life science tools, labs, and animal health. Clinical areas of coverage included oncology, liquid biopsies, infectious disease and women's health. Areas within in-vitro diagnostics (IVD) included next generation sequencing (NGS) and precision medicine, molecular diagnostics, and point-of-care diagnostics. Authored industry and company reports, proprietary surveys, physician interviews, and opinions recommending purchase, hold or sale of analyzed securities to institutional money managers. Stocks under coverage included: ILMN, EXAS, GH, LH, DGX, HOLX, IDXX, HSKA, QDEL, NTRA, OSUR, GNMK, QTRX, TTOO, CEMI, VIVO, and HTGM. Formerly covered GHDX (acquired by EXACT Sciences), ALR (acquired by Abbott), CPHD (acquired by Danaher), ABAX (acquired by Zoetis), PSYS (acquired by UHS), GXDX (acquired by Novartis, and later NeoGenomics), ESRX (acquired by Cigna), CVS, HCA, UHS, THC, HMA, MYGN and others.

Principal, Senior Equity Analyst

• May 2014 - Dec 2017

Senior Equity Research Analyst Associate

• Sep 2011 - Apr 2014

Diagnostics & Life Science Tools

Co-Founder

• Apr 2010 - Jan 2020

Co-founded and developed a large finance networking group for students, alumni, and friends of the University of Massachusetts that unites and engages alumni and students through high-profile executive keynote speaker events and monthly or quarterly socials. The group has engaged north of 1,500 alumni particularly in Boston and New York and continues to grow. This group was the first UMass alumni group to be affiliated by a professional affinity rather than a geographic location. Co-founded and developed a large finance networking group for students, alumni, and friends of the University of Massachusetts that unites and engages alumni and students through high-profile executive keynote speaker events and monthly or quarterly socials. The group has engaged north of 1,500 alumni particularly in Boston and New York and continues to grow. This group was the first UMass alumni group to be affiliated by a professional affinity rather than a geographic location.

Equity Research Analyst Associate

• Sep 2009 - Sep 2011

Conducted equity research for healthcare service equities in the hospitals, labs, and pharmacy benefit management (PBM) industries. Coverage universe: HCA, HMA, CYH, THC, LPNT, UHS, VHS, HLS, AMSG, CVS, ESRX, MHS, DGX, LH, MYGN, and HR. Spoke with management teams, published research reports, conducted financial analysis, hosted investor meetings, and made investment recommendations to institutional investors. Conducted equity research for healthcare service equities in the hospitals, labs, and pharmacy benefit management (PBM) industries. Coverage universe: HCA, HMA, CYH, THC, LPNT, UHS, VHS, HLS, AMSG, CVS, ESRX, MHS, DGX, LH, MYGN, and HR. Spoke with management teams, published research reports, conducted financial analysis, hosted investor meetings, and made investment recommendations to institutional investors.

Equity Research Analyst Intern

• May 2009 - Sep 2009

Conducted fundamental analysis and presented equity research to members of the Investment Committee, including the President and founder. Screened for and developed investment ideas with a value-oriented and SRI (socially responsible investing) focus. Interviewed senior-level management of firms to assess and qualify investment opportunities. Conducted fundamental analysis and presented equity research to members of the Investment Committee, including the President and founder. Screened for and developed investment ideas with a value-oriented and SRI (socially responsible investing) focus. Interviewed senior-level management of firms to assess and qualify investment opportunities.

Strategy Consultant

• Jan 2009 - May 2009

Performed M&A due diligence on a prospective acquisition target for a Boston-based non-profit provider of urban housing and recovery services. Conducted interviews with executives of both the client and acquisition target organizations. Performed budget and financial analysis of potential merger. Presented key findings and delivered a strategy recommendation to the executive team and Board of Directors. Performed M&A due diligence on a prospective acquisition target for a Boston-based non-profit provider of urban housing and recovery services. Conducted interviews with executives of both the client and acquisition target organizations. Performed budget and financial analysis of potential merger. Presented key findings and delivered a strategy recommendation to the executive team and Board of Directors.

Strategy Consultant

• Jan 2009 - May 2009

Developed strategic vision for the firm's recently created nearshore production arm in San Jose, Costa Rica. Interviewed CEO and upper management of a leading North American digital advertising agency. Traveled to Costa Rica and conducted interviews with Director-level staff and ownership. Developed strategic vision for the firm's recently created nearshore production arm in San Jose, Costa Rica. Interviewed CEO and upper management of a leading North American digital advertising agency. Traveled to Costa Rica and conducted interviews with Director-level staff and ownership.

Equity Research Analyst - Consultant Intern

• Sep 2008 - Dec 2008

Conducted market research of the industrial space and created written research report. Screened the universe of stocks and provided fundamental analysis and in-depth equity research reports. Presented stock research to analyst, senior portfolio managers and company president. Conducted market research of the industrial space and created written research report. Screened the universe of stocks and provided fundamental analysis and in-depth equity research reports. Presented stock research to analyst, senior portfolio managers and company president.

Fund Reporting Analyst

• Jun 2006 - Mar 2008

Delivered mutual fund financial statements for FMR Co. (Fidelity Management and Research Company) and Fidelity Canada Limited (FICL). Provided analysis of macroeconomic events and market trends, benchmarked fund performance and portfolio holdings. Analyzed MD&A (Manager’s Discussion & Analysis) and delivered value-added commentary to portfolio manager and fund writer. Delivered mutual fund financial statements for FMR Co. (Fidelity Management and Research Company) and Fidelity Canada Limited (FICL). Provided analysis of macroeconomic events and market trends, benchmarked fund performance and portfolio holdings. Analyzed MD&A (Manager’s Discussion & Analysis) and delivered value-added commentary to portfolio manager and fund writer.

Management Consultant

• Jan 2007 - May 2007

Served on a 9-member management consulting team. Traveled to Chile, toured the company and engaged the Board of Directors. Conducted extensive primary and secondary market research and developed a strategic action plan for the firm to expand sales in the US. Created a dynamic pro-forma financial model to demonstrate how recommendations impacted the firm's financial performance. Delivered strategy presentation proposal before the Board of Directors. Developed a comprehensive 93-page written… Show more Served on a 9-member management consulting team. Traveled to Chile, toured the company and engaged the Board of Directors. Conducted extensive primary and secondary market research and developed a strategic action plan for the firm to expand sales in the US. Created a dynamic pro-forma financial model to demonstrate how recommendations impacted the firm's financial performance. Delivered strategy presentation proposal before the Board of Directors. Developed a comprehensive 93-page written business plan. Show less Served on a 9-member management consulting team. Traveled to Chile, toured the company and engaged the Board of Directors. Conducted extensive primary and secondary market research and developed a strategic action plan for the firm to expand sales in the US. Created a dynamic pro-forma financial model to demonstrate how recommendations impacted the firm's financial performance. Delivered strategy presentation proposal before the Board of Directors. Developed a comprehensive 93-page written… Show more Served on a 9-member management consulting team. Traveled to Chile, toured the company and engaged the Board of Directors. Conducted extensive primary and secondary market research and developed a strategic action plan for the firm to expand sales in the US. Created a dynamic pro-forma financial model to demonstrate how recommendations impacted the firm's financial performance. Delivered strategy presentation proposal before the Board of Directors. Developed a comprehensive 93-page written business plan. Show less