Experience

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  Ivy Asset Group

  • Charleston, South Carolina, United States

  • Director of Investments

    • Feb 2024 - Present
    • Charleston, South Carolina, United States

    Ivy Asset Group is an alternative credit manager investing in private credit markets across strategies that include direct lending, asset-backed lending, specialty finance, and structured credit. Ivy offers an attractive and diverse product offering while seeking to preserve capital through its expertise in underwriting and structuring of asset-based and cash flow financings, with primary emphasis on principal protection.

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  Spartina Capital Management

  • Charleston, South Carolina, United States

  • Managing Partner

    • Jun 2022 - Present
    • Charleston, South Carolina, United States

    Spartina Capital Management provides consulting services to investment managers, high-net worth families and operating companies. Spartina also invests long-term capital in differentiated opportunities across private equity, search funds, growth equity, public equities, and commercial real estate.

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  Anderson Growth Partners

  • Charleston, South Carolina, United States

  • Portfolio Manager

    • Feb 2011 - Jun 2022
    • Charleston, South Carolina, United States

    - Portfolio manager of equity strategy making concentrated, long-term investments behind exception management teams running advantaged business models- Built proprietary global research database of target companies - Industry coverage: communications infrastructure, internet & media services, consumer, information services, niche manufacturing, value-added distribution, transportation, non-bank financial services- Created and maintained financial models to assess future financial performance and returns - Evaluated and selected service providers for legal, brokerage, custodial, administration and audit services- Performed company-specific due diligence and industry research for select private opportunities- Managed relationships with select investment managers across target asset classes- Hired, trained and managed junior research analysts

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  Avondale Partners

  • Nashville, Tennessee, United States

  • Senior Analyst (Equity Research: Consumer & Specialty Retail)

    • Jun 2009 - Feb 2011
    • Nashville, Tennessee, United States

    - Managed institutional equity research coverage on consumer and specialty retail companies- Led roadshows to match C-suite company executives with institutional investors- Promoted from Associate Analyst to Senior Analyst in less than one year

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  Thornburg Investment Management

  • Santa Fe, New Mexico, United States

  • Intern (Equity Research)

    • Jun 2008 - Aug 2008
    • Santa Fe, New Mexico, United States

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  A&D Environmental Services

  • High Point, North Carolina, United States

  • Board Advisor

    • 2006 - 2007
    • High Point, North Carolina, United States

    Special advisor to the Board of Directors overseeing operations and subsequent sale of the leading environmental service provider in the Carolinas to Tillery Capital, a lower middle market private equity firm.

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  ICOR Partners, LLC

  • Washington, District of Columbia, United States

  • Senior Consultant

    • 2005 - 2007
    • Washington, District of Columbia, United States

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  IBM Global Services

  • Washington, District of Columbia, United States

  • Consultant

    • 2003 - 2005
    • Washington, District of Columbia, United States