Experience

Teza Technologies

• United States
• Capital Markets
• 1 - 100 Employee

• Foreign Exchange Dererivative Trader

  • Oct 2022 - Present



Leaders Investment Club

• Content Contributor

  • Oct 2013 - Present

  I create content by expressing my own views on various markets ans securities both on video and in print. I create content by expressing my own views on various markets ans securities both on video and in print.



Hedgeye Risk Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Junior Equity Research Analyst

  • Sep 2020 - Nov 2021

  Communications Junior Analysr (Internet, Media and Telecom) Communications Junior Analysr (Internet, Media and Telecom)



Manning & Napier

• United States
• Financial Services
• 200 - 300 Employee

• Research Assistant

  • Jul 2019 - Nov 2019



Dreyfus Portfolio

• Lehigh University

• Executive Board Member

  • Jan 2016 - May 2019

  Selected as one of two new member from over 50 applicants for Lehigh’s flagship investment fund. Oversee investment strategies to obtain returns while managing risk of $300,000 portfolio. Implement valuation methods to make investment decisions. Adhere to strict performance and compliance review. Selected as one of two new member from over 50 applicants for Lehigh’s flagship investment fund. Oversee investment strategies to obtain returns while managing risk of $300,000 portfolio. Implement valuation methods to make investment decisions. Adhere to strict performance and compliance review.



Manning & Napier

• United States
• Financial Services
• 200 - 300 Employee

• Equity Research Intern

  • Jun 2018 - Aug 2018



Avory & Co.

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Jul 2016 - Jul 2016

  • Worked directly alongside Founder and CIO Sean Emory on all tasks. • Authored research for clients and subscribers derived from Bloomberg-enabled Excel spreadsheets. • Produced daily “Technical Monitor” for the Premier Growth equity strategy, logging the technical quality of portfolio positions. • Analyzed companies to determine if they fit into Premier Growth and Multi Asset strategies using Bloomberg screens built for the fundamental qualities required by each strategy, in conjunction with deep fundamental analysis of each company. Show less



Randolph School Youth Leadership Council

• Director of Finance

  • Apr 2014 - Apr 2015

  I helped create the grant program for YLC and set up how the YLC's money was managed. I also helped pick the first grant that we successfully funded. I helped create the grant program for YLC and set up how the YLC's money was managed. I also helped pick the first grant that we successfully funded.



Ritholtz Wealth Management

• Intern

  • Mar 2015 - Mar 2015

  I was able to use my High School's one week work experience opportunity in March to be able to get a week along internship with Ritholtz Wealth Management. Each day I spent time with a member of the team from Financial planning to Research. I was able to use my High School's one week work experience opportunity in March to be able to get a week along internship with Ritholtz Wealth Management. Each day I spent time with a member of the team from Financial planning to Research.