Experience

Spartan Institutional Research

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director - Head of Sales & Product Development

  • Mar 2013 - Present

  Since 1996, Spartan Institutional Research has been helping to develop and market independent equity research providers to the global buy-side community. We currently represent providers ranging from the forensic accounting / quality of earnings vertical as well as channel checks and distribution surveys across the Industrials and Automotive sectors. I pay close attention to market demands and help to develop and tailor independent research products to meet the needs of our hedge fund clients. I manage several different lines of business and act as the Head of Sales for the firm. Show less



Roubini Global Economics

• United States

• Business Development Manager

  • Jun 2012 - Mar 2013

  Roubini Global Economics is an independent macroeconomic research and market strategy firm founded by Dr. Nouriel Roubini in 2004. The Global Macro Strategy team is made up of over 50 Senior Economists and Market Strategists based out of New York, London, and New Delhi. Senior Economists focus on a particular region of the world and produce critical pieces pertaining to specific areas or themes, as well as forecasts, overviews, and in-depth research reports. Strategists work directly with the economists, unlike most banks, and apply a macro analysis to the financial markets to deliver directional recommendations across all 6 asset classes (Currencies, Commodities, Credit, Equity, Interest Rates, and Emerging Markets). One of the main differentiators that sets RGE apart from other research providers is the examination of stock variables in a country’s balance sheet across the government, financial, non-financial, private and external sectors. RGE's national balance sheet approach is what provides an indispensable and lucid view of risk for those who need to understand what is really going on and why. My responsibilities included selling primarily to institutions and high net worth individuals. Show less

• Institutional Sales

  • Jun 2010 - Jun 2012

  Spartan Research is the leading company representing independent, unbiased, institutional research. The company proactively matches independent research providers with a large and growing list of institutional clients across the hedge fund, mutual fund, and family office universe. My responsibilities included selling consumer/retail independent research services to global buy-side managers. Spartan Research is the leading company representing independent, unbiased, institutional research. The company proactively matches independent research providers with a large and growing list of institutional clients across the hedge fund, mutual fund, and family office universe. My responsibilities included selling consumer/retail independent research services to global buy-side managers.



Gabelli Asset Management Company (GAMCO Investors, Inc.)

• Assistant Vice President

  • Jul 2006 - Jun 2010

  GAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment services are primarily offered through its subsidiary GAMCO Asset Management Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the company's role as advisor to a family of Mutual Funds. The company's asset management businesses are supported by Gabelli & Company, Inc., an institutional broker/dealer. Gabelli & Company, Inc. distributes the mutual funds managed by Gabelli Funds and publishes investment research which is one of the key elements of GAMCO Investors, Inc.'s success. In addition, through its subsidiary Gabelli Securities, Inc., the Company serves as general partner or investment manager in a number of limited partnerships with varying investment objectives. My responsibilities included global trade support, trade execution, client relationship management, and maintaining the founder's personal relationships across several different private ventures. Show less