Led shareholder advisory engagements for Large, Mid and Small cap public client base, including Fortune 10. Provided bespoke advice on corporate strategy, investor relations, activism preparedness / defense, ESG and corporate governance. Led live activism defense campaigns, including negotiating settlement terms and helping to coordinate large group of advisors. Presented to numerous public company boards. Helped build new Strategy & IR practice from the ground, including significant business development, recruiting new talent and developing pitch materials and client deliverables. Created proprietary investor targeting product and conducted exhaustive research on US fund approaches to ESG to provide unique insights into investors on a fund-level basis.

Led shareholder advisory engagements for public client base, including Fortune 10. Provided bespoke advice on investor relations, activism preparedness / defense, ESG and corporate governance.

Small and All Cap Value portfolio manager with sector coverage of tech, media, telecom, industrial tech, A&D and others on an as needed basis

Small and All Cap Value. Analyst for Tech, Media & Telecom, along with industrial tech, A&D and others.

Long only small and smid cap technology, media and telecom analyst, focused on detailed fundamental research

High Yield, Convertibles and Levered Loan analyst focused on TMT and additional sectors on an as needed basis. Worked as principal representative for firm on bankruptcy restructuring including the largest pre-packaged bankruptcy at the time (Charter Communications)Fluent in complex capital structures and covenants.