• Managed all operational and analytical aspects of building a new wealth management platform including:
o facilitating client relations, establishing marketing material, creating website content, and performing due diligence on managers, mutual funds and alternative assets
• Analyzed market conditions to provide tactical insight for clients on the market
• Prepared and reviewed investment performance and asset allocation office wide to ensure consistency

• Worked with Lead Analyst (as a full-time consultant for medical leave coverage) in sector coverage and initiation
• Performed due diligence of companies and managed industry data in building investment recommendations
• Built working models for several companies on the 2014 Biotech and Building Products initiation list. ChemoCentryx (CCXI) launched in January 2014. Owens Corning (OC) and USG Corporation (USG) resumed in June 2014.
• Published contributions include: 2014 Biotech Outlook

• Primary analyst coverage of Consumer discretionary and non-discretionary sectors. Utilized GARP investment philosophy.
• Assessed the competitive landscape and market trends through performing peer industry analysis
• Conducted valuation analysis (comparable company, M&A, and DCF) in determining actionable trades and longer-term investments
• Enhanced financial due diligence on covered companies with field intelligence, discussions with senior management teams, and research analysts

• Promoted in first eighteen months from Research Assistant to Special Situation Analyst to Softline Retail Analyst
• Retained as the sole Equity Analyst to help manage the firm’s investing efforts in 2008-2009, while undergoing the wind-down of the fund
• Managed companies within the consumer sectors that collectively represented US $650B+ in market capitalization. Value based investment philosophy
• Focused on in-depth fundamental value analysis

• Corporate finance generalist trained with traditional valuation methodologies.
• Conducted pricing analyses of the secondary loan market given pricing and interest rate sensitivities