Experience

COUGAR INVESTMENT FUND, L.L.C.

• United States
• Investment Management
• 1 - 100 Employee

• Senior Portfolio Manager

  • Aug 2019 - Present

  Houston, Texas, United States • One of 17 students selected via rigorous application process to manage equity portfolio of $12.3M. Serving on the Large-to-Mid Cap Growth Team. • Assist in development and maintenance of Fund’s quantitative discounted cash flow (DCF) valuation models for industrial, service and financial companies. Utilize DCF models to value companies and make buy/sell recommendations. • Manage team of analysts, focusing on growth equities with market cap over $7B. Lead logic, data and quantitative… Show more • One of 17 students selected via rigorous application process to manage equity portfolio of $12.3M. Serving on the Large-to-Mid Cap Growth Team. • Assist in development and maintenance of Fund’s quantitative discounted cash flow (DCF) valuation models for industrial, service and financial companies. Utilize DCF models to value companies and make buy/sell recommendations. • Manage team of analysts, focusing on growth equities with market cap over $7B. Lead logic, data and quantitative aspects of team valuation work. Manage team meetings to reach consensus on recommendations. Pitch buy/sell recommendations to Investment Committee. • Serve on investment committee that made buy/sell decisions. Utilize valuation-based, bottom-up approach. Also factored in beta relative to Fund, overall Fund weighting of growth vs. value, and sector and market cap weightings relative to Fund benchmarks. • Identify new investment opportunities, monitor performance of existing positions held by Fund, evaluate portfolio risk metrics, perform trades, and ensure compliance with Fund’s investment restrictions. Show less



Self-Employed

• Portfolio Management

  • Apr 2016 - Present

  Houston, Texas Area Manage a personal portfolio that tracks large-cap stocks with focus on dividends and potential for long-term growth



Haven Wealth Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Equity Analyst Intern

  • Jun 2021 - Aug 2021

  • Research, perform financial analysis, and value equities. • Present findings and make buy/sell recommendations to Investment Committee. • Contribute to analyst meetings and attend economic performance and projection meetings.



C. T. Bauer College of Business (University of Houston)

• United States
• Higher Education
• 1 - 100 Employee

• Instructional Assistant

  • Aug 2019 - Aug 2020

  Houston, Texas, United States