Chief Investment Officer

• Oct 2019 - Present

Equity Research Analyst

• Jun 2014 - Jun 2018

Equity analyst on the $6bn Columbia Dividend Opportunity fund (INUTX). A generalist, with an emphasis on the industrials, materials and consumer cyclicals sectors, conducting fundamental research for a large cap value and income fund. Prior coverage included global real estate, construction materials, building products, paper & packaging and metals & mining for Dividend Opportunity and two additional global funds. Equity analyst on the $6bn Columbia Dividend Opportunity fund (INUTX). A generalist, with an emphasis on the industrials, materials and consumer cyclicals sectors, conducting fundamental research for a large cap value and income fund. Prior coverage included global real estate, construction materials, building products, paper & packaging and metals & mining for Dividend Opportunity and two additional global funds.

Portfolio Manager and Senior Equity Analyst

• Feb 2013 - May 2014

Portfolio manager and senior equity analyst within the strategic equity group of U.S. Bank Wealth Management. Contributed ongoing equity market insights and perspectives for portfolio managers, investment strategists and clients. Managed client equity portfolios for Ascent Private Capital Management of U.S. Bank, which serves the needs of individuals and families with very significant assets and a multigenerational perspective. Portfolio manager and senior equity analyst within the strategic equity group of U.S. Bank Wealth Management. Contributed ongoing equity market insights and perspectives for portfolio managers, investment strategists and clients. Managed client equity portfolios for Ascent Private Capital Management of U.S. Bank, which serves the needs of individuals and families with very significant assets and a multigenerational perspective.

Equity Research Analyst

• Sep 2008 - Feb 2013

Responsible for researching and maintaining coverage of approximately 20-25 securities in a Large Cap Growth portfolio of 55-65 investment while tracking dozens of additional companies for potential new investments or insights into fundamental trends. Generated fundamental research and actionable investment ideas through the engagement of network contacts, company site visits, management interviews, financial statement and industry analysis and by building detailed financial models. Responsible for researching and maintaining coverage of approximately 20-25 securities in a Large Cap Growth portfolio of 55-65 investment while tracking dozens of additional companies for potential new investments or insights into fundamental trends. Generated fundamental research and actionable investment ideas through the engagement of network contacts, company site visits, management interviews, financial statement and industry analysis and by building detailed financial models.

Summer Analyst-Private Equity Fund

• May 2007 - Aug 2007

Portfolio Manager

• Jun 2003 - Aug 2006