Bio
Credentials
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Chartered Financial Analyst
CFA InstituteJul, 2012- May, 2026 -
Series 7
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Series 86
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Series 87
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Experience
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United States
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Financial Services
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700 & Above Employee
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Associate Portfolio Manager - Global Focused Growth
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Jan 2020 - Present
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Analyst - Global Focused Growth
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Jul 2012 - Jan 2020
Global Focused Growth is a concentrated, best ideas portfolio that covers all countries, sectors and market capitalizations.
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Raymond James & Associates, Inc.
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St. Petersburg, Florida
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Senior Equity Research Associate
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Jun 2008 - Jul 2012
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St. Petersburg, Florida
Assist team with research on 19 companies under coverage via modeling financials, writing research reports, preparing industry presentations and participating in company conference calls and investor meetings. Communicate research to clients and institutional sales beyond written reports by means of phone and e-mail as well as one-on-one meetings and presentations at daily morning/afternoon meetings. Support Senior Analyst and Managing Director, Brian Alexander, 2-time The Wall Street Journal Best on the Street Analyst and Institutional Investor All-American.
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Education
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2005 - 2007University of Florida
Bachelor of Science, Business Finance -
2003 - 2005Santa Fe College
Associate of Arts, Business Administration
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