Senior Portfolio Manager

• 2021 - Present

Voting Member, Bank Portfolio Investments Sub-Committee

• 2013 - Dec 2021

Committee oversees investment of the the bank's $6 billion fixed income portfolio

Fixed Income Portfolio Manager - IG & HY Corporates, Preferreds, A/MBS, Munis, Money Markets

• 2009 - Dec 2021

• Co-manage multiple portfolios of IG & HY corporate, preferred stock, mortgage-backed, municipal, and enhanced cash portfolios for wealthy individuals, institutions and the Hancock Horizon family of mutual funds• Sole manager of the group’s high yield and preferred stock strategies• Manage and maintain the group’s credit research, conducting in depth fundamental sector, company and security analysis • Employ Bloomberg and BondEdge to each quantify strategy’s exposure to credit, interest rate and curve risk• Chair of investment team’s monthly fixed income meeting Show less

Portfolio Manager - Distressed Debt, Capital Structure Arbitrage, Convertible Bond Arbitrage

• 2002 - 2006

• Employed in-depth fundamental research and quantitative analysis to identify distressed/event-driven, capital structure arbitrage and convertible bond arbitrage opportunities in North America and Western Europe for the Recon Arbitrage Fund • Created detailed financial models of company enterprise values applied to complex capital structures to identify under- and over-valued securities including loans, bonds, CDS, converts, preferreds and equities • Made numerous loan-to-own investments in distressed debt securities that were subsequently converted into equity through exchanges or rights offerings Show less

Portfolio Manager - High Yield Corporates, Convertible Bonds, Money Markets

• 1995 - 2000

• Performed fundamental credit research on new issue and secondary market issues for Value Line’s high yield, convertible bond and cash mutual funds • Built financial models to evaluate short term liquidity needs and long term creditworthiness of high yield and convert issuers • Performed fundamental credit research on new issue and secondary market issues for Value Line’s high yield, convertible bond and cash mutual funds • Built financial models to evaluate short term liquidity needs and long term creditworthiness of high yield and convert issuers

Credit Analyst - MBS, ABS, Investment Grade Corporates

• 1994 - 1995

• Conducted fundamental research and utilized quantitative models to identify mispriced mortgage-backed, asset-backed and corporate securities • Researched, recommended and monitored trade ideas and marketed to sales force and institutional clients • Conducted fundamental research and utilized quantitative models to identify mispriced mortgage-backed, asset-backed and corporate securities • Researched, recommended and monitored trade ideas and marketed to sales force and institutional clients

Trading Assistant - MBS, CMO, ABS

• 1992 - 1994

• Maintained position reports and trading blotters for all new issue and secondary CMO and ABS trading desks • Executed trades on behalf of desk with institutional sales force and inter-dealer brokers • Maintained position reports and trading blotters for all new issue and secondary CMO and ABS trading desks • Executed trades on behalf of desk with institutional sales force and inter-dealer brokers