Experience

Clarendon Capital, LLC

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity Senior Associate

  • Jul 2023 - Present

  http://www.clarendongrp.com Private equity investor in supply-chain focused businesses (transportation, logistics, distribution, SaaS/tech-enabled services) http://www.clarendongrp.com Private equity investor in supply-chain focused businesses (transportation, logistics, distribution, SaaS/tech-enabled services)



Evercore

• United States
• Investment Banking
• 700 & Above Employee

• Vice President Investment Banking

  • Feb 2022 - Apr 2023

  Consumer & Retail M&A

• Investment Banking Associate

  • Jul 2018 - Mar 2022

  Consumer Retail M&ASelected Transaction Experience:- TreeHouse Foods' $242.5mm acquisition of Majority of Ebro's Riviana Foods U.S. Branded Pastas- EdgeConnex on its sale to EQT Infrastructure- ProQuest on its investment from Atairos Management- Monster on its acquisition of CANarchy



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Associate

  • Jun 2017 - Aug 2017

  Chemicals Group Chemicals Group



Aurora Investment Management

• Associate Analyst

  • Feb 2016 - Jun 2016

• Research Associate

  • Jul 2014 - Mar 2016

  • Assisted with the preparation of various quantitative analyses and performance comparisons of equity- related hedge fund manager investments• Monitored manager and industry news and legal filings as part of the sourcing and due diligence• Participated in manager meetings and industry calls to evaluate strategy return-generating potential



Pavilion, A Mercer practice

• United States
• Investment Management
• 1 - 100 Employee

• Investment Analyst

  • Jul 2012 - Jun 2014

  • Collected and analyzed client portfolio manager performance to produce quarterly reports that reviewed the general state of the economy and the stock/bond market performances both domestically and internationally • Examined and monitored developments at investment management firms to ensure timely delivery of any critical issues that had arisen • Evaluated client portfolio investments by building risk-to-contribution models and risk/return reward profiles to determine their impact on investment performance each quarter • Participated in asset allocation studies to determine the appropriate mix of investments to achieve certain return targets and volatility minimums Show less



Mercer Investment Consulting

• Fixed Income Manager Research Intern

  • Jun 2011 - Sep 2011

  • Evaluated manager return-generating prospects for medium to long-term performance relative to its risks, specifically reviewing their sector/quality distributions • Researched and gathered, weekly, pertinent fixed income updates to fully apprehend volatility in the market place • Attended manager meetings to assess investment strategies and firm capabilities based on implementation, idea generation, portfolio construction, and management factors • Evaluated manager return-generating prospects for medium to long-term performance relative to its risks, specifically reviewing their sector/quality distributions • Researched and gathered, weekly, pertinent fixed income updates to fully apprehend volatility in the market place • Attended manager meetings to assess investment strategies and firm capabilities based on implementation, idea generation, portfolio construction, and management factors



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern

  • Sep 2010 - Dec 2010

  • Researched client and prospect inquiries to develop client-specific “pitch books” on possible asset reallocations • Analyzed client risk allocations to ensure maximum portfolio performance • Evaluated potential fund managers base on past quarter and year performance and subsequent returns • Researched client and prospect inquiries to develop client-specific “pitch books” on possible asset reallocations • Analyzed client risk allocations to ensure maximum portfolio performance • Evaluated potential fund managers base on past quarter and year performance and subsequent returns



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Accounting/Finance Intern

  • Jul 2010 - Sep 2010

  • Managed ledgers and balance sheet to ensure accurate invoice payments • Analyzed and assembled municipal tax data for Zurich’s annual business reports • Assisted in coordination and execution of financial planning sessions • Managed ledgers and balance sheet to ensure accurate invoice payments • Analyzed and assembled municipal tax data for Zurich’s annual business reports • Assisted in coordination and execution of financial planning sessions