BCA Research is one of the world's leading independent providers of global macroeconomic investment research.

• 4Peaks was a division of M.S. Howells (HWLS) that specialized in Business Development for both emerging and established investment managers seeking to implement a comprehensive marketing strategy to increase assets from institutional investors. • Our team built an extensive network in the institutional investor community and maintained hundreds of relationships with RIA's, wealth managers, fund of funds, and others, and has been instrumental in securing meaningful capital commitments for our managers.• We represented an interesting and eclectic group of long-only, alternative (hedge fund, FoHF) and liquid alternative strategies that have included systematic, long/short equity, long/short emerging market credit, structured products, long-only equity, high yield, niche credit & arbitrage, global macro, multi-strategy, and others. • 4Peaks also consulted with MSH prime brokerage clients to refine their marketing message, materials, strategy, and to make strategic introductions to well-suited investors.

• Lead the West Coast sales team to help build and ramp a technology-focused, independent research/brokerage firm that was highly profitable from day one, growing to a $30m+ revenue run rate, and ultimately selling at a $40m+ valuation.• Consistently among the highest revenue producers in the firm. Top producing sales person in 2006 and 2005, and ~25% of the firm’s total revenue each year. Second highest producer in 2004 and 2003.• Managed institutional clients as a senior/lead salesperson to top mutual funds and hedge funds in the US.• Mentored and trained several junior sales people leading to their promotion within the firm.

• Promoted to VP in June 2000 after just one year becoming the youngest VP in SoundView’s history, after entering the firm in a junior role split between sales and sales trading.• More than tripled revenue production from 2000-2002, becoming one of the top producers on the West Coast upon departure.• Managed institutional clients at top mutual funds and hedge funds in the US in both co-coverage and senior/lead sales roles.

• Shadowed a senior PM/Trader on a multi-billion dollar corporate bond portfolio for several hours daily.• Learned many aspects of bond and embedded options pricing, trading, and trading floor dynamics.• Improved and maintained Bear Stearns internal bond database for traders, PM’s, and analysts.• Attended MBA-level seminars and weekly developmental events.