Experience

Great Lakes Advisors®

• United States
• Investment Management
• 1 - 100 Employee

• Senior Research Analyst - Fundamental Equities

  • Mar 2015 - Apr 2023

  Greater Chicago Area • Analyst on the Fundamental Equity team tasked with generating investment ideas for inclusion in Large Cap Value and Small Cap Core portfolios with combined AUM in excess of $2B. • Research companies using a variety of primary and secondary sources in covered sectors including Technology, Communications Services, Industrials, Consumer Discretionary and Health Care in order to identify undervalued businesses that fit the portfolios. • Conduct on-site due diligence, interview C-suite… Show more • Analyst on the Fundamental Equity team tasked with generating investment ideas for inclusion in Large Cap Value and Small Cap Core portfolios with combined AUM in excess of $2B. • Research companies using a variety of primary and secondary sources in covered sectors including Technology, Communications Services, Industrials, Consumer Discretionary and Health Care in order to identify undervalued businesses that fit the portfolios. • Conduct on-site due diligence, interview C-suite management and study the entire value chain of each industry as part of investment process. • Recommend positions and make presentations to an investment committee for inclusion in each portfolio as well as recommendations for position sizing and adjustments. • Build and maintain detailed financial valuation models for a coverage universe of ~30 current holdings as well as an extensive list of potential ideas. • Evaluate businesses’ ESG-related exposures using an internally created scorecard approach to identify risks and opportunities specific to the business and industry.

• Fixed Income Analyst/Portfolio Manager

  • Jun 2010 - Mar 2015

  Greater Chicago Area • Worked within private client mandates to build fixed income portfolios using taxable and tax-exempt bonds and funds to provide exposure to the fixed income universe and generate return for clients. • Supported Fixed Income strategies with approximately $1.4 billion in taxable and tax-exempt assets performing individual company credit analysis, performance analysis and a variety of front, middle and back-office functions. • Utilized Bloomberg, FactSet and Bondedge to develop a variety… Show more • Worked within private client mandates to build fixed income portfolios using taxable and tax-exempt bonds and funds to provide exposure to the fixed income universe and generate return for clients. • Supported Fixed Income strategies with approximately $1.4 billion in taxable and tax-exempt assets performing individual company credit analysis, performance analysis and a variety of front, middle and back-office functions. • Utilized Bloomberg, FactSet and Bondedge to develop a variety of tools for monitoring composite portfolio characteristics as well as underlying credit quality of holdings. • Member of the Fixed Income Investment Committee, providing investment ideas and strategy suggestions for institutional and private wealth fixed income allocations.

• Associate Client Portfolio Manager

  • Aug 2008 - Nov 2011

  • Worked with Portfolio Managers with approximately $300 million in AUM, developing client relationships and supporting business development efforts by assisting with portfolio performance analysis, portfolio construction and rebalancing, asset allocation evaluation for prospective clients and trade execution.



SMW Trading Company, Inc.

• Equity Trader

  • Jan 2003 - Mar 2007

• Equity Options Trader Trainee

  • Jun 2001 - Jan 2003