Experience

Center Creek Capital Group

• United States
• Real Estate
• 1 - 100 Employee

• Director, Portfolio Management

  • Sep 2021 - Present

  Washington, District of Columbia, United States



The Promise Homes Company

• United States
• Real Estate
• 1 - 100 Employee

• Vice President, Investments

  • Apr 2018 - Oct 2021

  • Execute on targeted investment markets/opportunities, as well as macro corporate strategies (i.e. strategic company acquisitions, mergers, partnerships) • Source, underwrite, perform due diligence, negotiate, and close new real estate acquisitions opportunities which meet the company’s buy box criteria, strategic markets, and return/yield expectations • Evaluate market research and perform financial modeling, valuation, and risk analysis related to acquisition and tactical disposition… Show more • Execute on targeted investment markets/opportunities, as well as macro corporate strategies (i.e. strategic company acquisitions, mergers, partnerships) • Source, underwrite, perform due diligence, negotiate, and close new real estate acquisitions opportunities which meet the company’s buy box criteria, strategic markets, and return/yield expectations • Evaluate market research and perform financial modeling, valuation, and risk analysis related to acquisition and tactical disposition opportunities to provide investment recommendations to the investment committee • Oversee both the underwriting and asset management operations • Evaluate and improve acquisitions policies and procedures to ensure efficiency, effectiveness, and ensure sound investment decisions • Monitor property status through lease-up following the closing to assess overall leasing performance and rooms for operational improvements • Proactively identify and recommend opportunities to enhance partner relationships with asset managers and lenders Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Management

  • Jan 2016 - Mar 2018

  Washington D.C. Metro Area • Oversaw, allocated, and rebalanced $2 billion in assets with portfolio levels ranging from $15 million to $500 million • Defined investment philosophy and strategy (e.g. asset allocation, strategic vs. tactical, active vs. passive) and clearly articulated approach to investing that was implemented through a repeatable process across portfolio dynamic asset allocation models • Established… Show more • Oversaw, allocated, and rebalanced $2 billion in assets with portfolio levels ranging from $15 million to $500 million • Defined investment philosophy and strategy (e.g. asset allocation, strategic vs. tactical, active vs. passive) and clearly articulated approach to investing that was implemented through a repeatable process across portfolio dynamic asset allocation models • Established a clear buy/sell discipline for selecting investment products consistent with client goals and risk tolerance for initiating and selling positions • Implemented, managed, and delivered via the creation of model portfolios and engaged in ongoing performance analysis of various asset classes including: equities, fixed income, private equity, real estate, hedge funds, and cash alternative instruments • Conducted ongoing research on market trends/investments and followed disciplined process to monitor and respond to external macro events • Delivered leadership in establishing deep client relationships and delivering high levels of service to clients • Hedged and monitored portfolio risk by balancing concentrated equity positions, sector betas, geographical footprints, industry exposures, and asset quality Show less



Compass Point Research & Trading, LLC

• United States
• Capital Markets
• 1 - 100 Employee

• Associate Research Analyst

  • Jun 2013 - Dec 2015

  Washington D.C. Metro Area • Partnered with Senior Analysts in evaluating the broad financial services industry, financial services sub-sectors and individual securities (including multifamily REITs, office REITs, industrial REITs, equity REITs, real estate operating companies, and home builders) to help identify investment opportunities for the firm’s clients which include: hedge funds, private equity firms, Registered Investment Advisors, mutual funds, and pension funds • Identified and analyzed… Show more • Partnered with Senior Analysts in evaluating the broad financial services industry, financial services sub-sectors and individual securities (including multifamily REITs, office REITs, industrial REITs, equity REITs, real estate operating companies, and home builders) to help identify investment opportunities for the firm’s clients which include: hedge funds, private equity firms, Registered Investment Advisors, mutual funds, and pension funds • Identified and analyzed investment themes that help dictated asset allocation to a particular sector, undervalued securities from companies in a strong competitive position based upon bottom up fundamental analysis, and catalyst driven short term trading opportunities • Compiled and analyzed economic and historical financial data in order to create and maintain detailed financial models and industry databases essential to perform equity trading comparables, multiples valuation, and asset sensitivity analysis for stock pitch books • Fielded questions and provided investment advice to institutional investor clients and internal sales force, including company-specific investment options involving both equity and equity-linked alternatives • Analyzed and performed due diligence on IPO candidates in the real estate space and work with management teams in developing earnings models and refining the articulation of their strategy and market opportunity • Anticipated and identified attractive sectors by actively communicating with market participants to understand business cycle forecasts and other determining factors such as interest rate outlook Show less