24
years

Years of Experience

9/16

Member Since


Bulge Bracket Investment Banks

Experience

 
Lincoln Charles Advisors Finance
Investor and Advisor
01/2014 - Present
Principal of a healthcare investment and advisory firm. Completed transactions and assignments have included companies in the digital health, pharmacy benefit, senior care, diagnostics, on-line brokerage, health insurer BPO, specialty pharmacy and wellness areas.

Point72 Asset Management Finance
Analyst
09/2012 - 12/2013
Part of a team manaing a $500 mm healthcare investment portfolio with a particular focus on healthcare services and devices

Coeus Capital Management Finance
Managing Director
02/2006 - 04/2011
One of four founders and healthcare sector head of a $300 mm long/short equity hedge fund

Credit Suisse Finance
Vice President
04/2003 - 02/2006
Equity analyst responsible for research on the managed care industry

Bank of America Merrill Lynch Finance
Vice President
03/1999 - 03/2003
Equity analyst responsible for research on the digital health, pharmacy benefit, drug distribution and biopharma research and supply chain sectors