Started the Insights credit group and currently lead a team of analysts and research associates engaged in bottoms-up primary research within the high yield, leveraged loan, and distressed asset classes for a leading global Independent Research Provider (IRP). Responsible for business development, personnel, and research product decisions. Serve as a publishing analyst and perform due diligence on investment situations in public credit, private credit, and event-driven strategies with a generalist sector focus.

Senior fundamental analyst focusing on relative value credit and equity investing, as well as event credit. Covered Technology, Industrials, and Specialty FinCo sectors. Co-managed the Technology portion of the US book. Led investment analysis on all stressed or distressed domestic investments.

Senior Credit Analyst within Relative Value Credit and Global Convertibles. Focused on stressed credit and capital structure arbitrage opportunities. Spent significant time on pitching to corporates and negotiating bespoke financing solutions.

Fundamental / Credit Analyst. Convertible Securities with a focus on High Yield and Distressed bonds and Capital Structure opportunities. Corporate advisory with a focus on capital structure optimization and structuring.

Fundamental Research Analyst. Author and Publisher of research on distressed, Convertible, and performing HY bonds.

Founder and Managing Partner of small privately owned Real Estate investment vehicle.

Market maker and subsequently proprietary trader focusing on convertible bonds, capital structure arbitrage, and other credit vs equity strategies. Managed one of the back books consisting of convertibles, options, and high-yield. Ran a small long-short equity book as part of the prop effort.