Experience

Freestone Grove Partners
• United States
• Financial Services
• 1 - 100 Employee
• Associate

  • Aug 2023 - Present

Brahman Capital
• United States
• Investment Management
• 1 - 100 Employee
• Analyst

  • Mar 2020 - Aug 2023

Credit Suisse
• Switzerland
• Banking
• 700 & Above Employee
• Equity Research Analyst

  • Jul 2019 - Mar 2020
• Summer Intern

  • Jun 2018 - Aug 2018


CreditSights

• United States
• Financial Services
• 100 - 200 Employee

• Summer Analyst

  • Jun 2017 - Aug 2017

  • Provided fundamental research for US, Canadian, and Brazilian, investment grade financial institutions. • Updated and created models, wrote earnings summaries and comments, gathered data for clients, and maintained tear sheets. • Created indices for $1,000 and $25 par value preferred US bank securities that track price, simple yield, and YTC. • Performed initiating research for a new bank, wrote portions of the published report, and helped develop a relative valuation. • Provided fundamental research for US, Canadian, and Brazilian, investment grade financial institutions. • Updated and created models, wrote earnings summaries and comments, gathered data for clients, and maintained tear sheets. • Created indices for $1,000 and $25 par value preferred US bank securities that track price, simple yield, and YTC. • Performed initiating research for a new bank, wrote portions of the published report, and helped develop a relative valuation.



Phoenix Investment Adviser, LLC

• Investment Management
• 1 - 100 Employee

• Summer Analyst

  • Jul 2016 - Aug 2016

  • Modeled cash flows and created debt schedules for various highly-levered, distressed businesses to identify companies with the potential to avoid bankruptcy and refinance or pay down their debt. • Initiated research into distressed equities for the firm’s ‘Partners’ Fund’ by reading industry reports, speaking with analysts and other industry experts, and forming an opinion on both the company and the industry as a whole. • Performed field research on several department stores by visiting multiple locations, speaking with management, and recording personal observations from the visits, helping the firm better understand the current state of the businesses. Show less



Warbasse67

• United States
• Pharmaceutical Manufacturing

• Summer Intern

  • Jun 2016 - Jul 2016

  • Worked directly under founding partner, the former CIO and a founder of Perry Capital, acting as in-office proxy in order to perform initiating research for possible investment ideas. • Developed investment proposals and researched existing ideas for special situations, arbitrage, and value investments. • Created pro forma models for hypothetical corporate mergers and spin offs including Office Depot and a McDonalds REIT to determine the approximate size of the final companies and better estimate the potential added value. • Followed bankruptcy negotiations and valued various proposals by both creditors and debtors, and identified discrepancies between management’s stated liquidation value and the actual value of certain assets. Show less



Nakoma Capital Management LLC

• United States
• Financial Services
• 1 - 100 Employee

• Junior Research Analyst

  • Jun 2014 - Aug 2015

  • Collaborated with managing partner on company analysis and valuation for stock pitches including Harley-Davidson, becoming proficient with Factset and Microsoft Excel. • Learned how to create financial statements quickly and develop valuation models using discounted cash flows • Collaborated with managing partner on company analysis and valuation for stock pitches including Harley-Davidson, becoming proficient with Factset and Microsoft Excel. • Learned how to create financial statements quickly and develop valuation models using discounted cash flows