Co-manage $1.2 billion concentrated equity portfolio, including idea generation, portfolio construction and risk management decisions. Strategy is opportunistic, unconstrained, growth biased but with stringent valuation criteria.Research process is centered around the development of an out-of-consensus thesis, and includes, in part: deep insights into industry and sector trends; thorough understanding of P&L drivers; valuation work to ascertain long-term value and to assess risk-reward; recognizing key controversies and developing a research-driven contrarian view; and identifying catalysts or drivers of change.

Manage fully discretionary, multi-asset class portfolios as a senior portfolio manager to a limited number of large client relationships, including family offices, high net worth individuals, foundations and endowments.Source, analyze, vet and monitor differentiated, alpha-generating public equity investments as a buy-side analyst on the national equity research team. Perform bottom-up, fundamental research within the global consumer sector.

As a founding principal of long/short equity manager, responsible for all aspects of investment process, from idea generation through portfolio construction and risk management. Grew firm assets from $25 million to $300 million.

Developed short-term trading strategies for the firm’s long/short equity hedge fund.

Part of health care team executing equity and debt financings and M&A transactions.