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Credentials

  • CFA
    -
  • CPA
    -

Experience

    • Financial Services
    • 1 - 100 Employee
    • Founder/Analyst
      • 2004 - Present

      Owner of Zachary Investment Research ® Sector Coverage: Mobile and Fixed Line Telecommunications, Internet, Cable, Satellite Awards: Top Ten U.S. Stock Pickers in 2007 -- Financial Times Duties: • Model income statements, balance sheets and statements of cash flow. • Create economic and market forecasting models. • Write research reports on companies and industries. • Issue investment opinions and outlooks in regards to company performance, business strategy and… Show more Owner of Zachary Investment Research ® Sector Coverage: Mobile and Fixed Line Telecommunications, Internet, Cable, Satellite Awards: Top Ten U.S. Stock Pickers in 2007 -- Financial Times Duties: • Model income statements, balance sheets and statements of cash flow. • Create economic and market forecasting models. • Write research reports on companies and industries. • Issue investment opinions and outlooks in regards to company performance, business strategy and valuation. • Discuss opinions and outlooks with managements under coverage and institutional investors. Show less Owner of Zachary Investment Research ® Sector Coverage: Mobile and Fixed Line Telecommunications, Internet, Cable, Satellite Awards: Top Ten U.S. Stock Pickers in 2007 -- Financial Times Duties: • Model income statements, balance sheets and statements of cash flow. • Create economic and market forecasting models. • Write research reports on companies and industries. • Issue investment opinions and outlooks in regards to company performance, business strategy and… Show more Owner of Zachary Investment Research ® Sector Coverage: Mobile and Fixed Line Telecommunications, Internet, Cable, Satellite Awards: Top Ten U.S. Stock Pickers in 2007 -- Financial Times Duties: • Model income statements, balance sheets and statements of cash flow. • Create economic and market forecasting models. • Write research reports on companies and industries. • Issue investment opinions and outlooks in regards to company performance, business strategy and valuation. • Discuss opinions and outlooks with managements under coverage and institutional investors. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Equity Analyst
      • 2000 - 2004

      Sector Coverage: Mobile & Fixed Line Telecommunications, Cable, Internet, Media, Semiconductors Duties: same as "Zachary" position, except followed some Latin American names. Sector Coverage: Mobile & Fixed Line Telecommunications, Cable, Internet, Media, Semiconductors Duties: same as "Zachary" position, except followed some Latin American names.

    • Equity Analyst
      • 1998 - 1999

      Sector Coverage: Capital Goods, including Aerospace/Defense, Diversified Industrials, Electrical Equipment, Machinery, Engineering & Construction, Pollution Control Duties: same as "Zachary" position, except followed Capital Goods, and dealt with internal portfolio managers. Outperformed the S&P 500 (+770 basis points) and capital goods sector (+2,670). Sector Coverage: Capital Goods, including Aerospace/Defense, Diversified Industrials, Electrical Equipment, Machinery, Engineering & Construction, Pollution Control Duties: same as "Zachary" position, except followed Capital Goods, and dealt with internal portfolio managers. Outperformed the S&P 500 (+770 basis points) and capital goods sector (+2,670).

    • United States
    • Banking
    • 1 - 100 Employee
    • Associate Equity Analyst
      • 1997 - 1998

      Sector Coverage: Advertising, Business Services, Internet Duties: same as "Zachary" position, except followed Advertising, and didn't participate in marketing. Sector Coverage: Advertising, Business Services, Internet Duties: same as "Zachary" position, except followed Advertising, and didn't participate in marketing.

    • Associate Equity Analyst
      • 1994 - 1997

      Sector Coverage: Capital Goods including Machinery, Engineering & Construction and Pollution Control; Energy including Gas Pipelines and Gas Utilities. Duties: same as "Zachary" position except followed Capital Goods and Energy; didn't participate in marketing. Sector Coverage: Capital Goods including Machinery, Engineering & Construction and Pollution Control; Energy including Gas Pipelines and Gas Utilities. Duties: same as "Zachary" position except followed Capital Goods and Energy; didn't participate in marketing.

Education

  • NYU Stern School of Business
    MBA, Finance & Accounting
    1993 - 1996
  • Georgetown University
    BS, Finance
    1984 - 1988

Community

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