The natural progression to better investment returns.Terra Alpha Investments is a public equity manager founded in 2014 by highly experienced investors who share the conviction that our rapidly evolving world requires a change in investment thinking. Our rigorous and proprietary Environmental Productivity (EP) analysis values our planet’s natural resources and sits at the center of our successful investment process. Our innovative process of quantitative and qualitative analysis helps us identify leading companies with the optimal combination of enduring business models and superior EP. We believe this process is the primary driver of our strategy's ability to deliver superior long-term investment returns.Started as the firm's Senior Data and Research Analyst in March 2015, was promoted to Director of Investment Data & Research in March 2016, to Portfolio Manager & Director of Research in October 2020, and to Senior Portfolio Manager & Director of Talent Management in February 2024.Responsibilities include:Working alongside the CIO providing insights on portfolio construction, conducting portfolio analytics, and managing tradingOverseeing the research team and research processAssisting with the daily operations of the firm and its fundsChairing the firm's weekly investment team calls and Investment Oversight CommitteeConducting deep-dive research in the financials and real estate sectors

Worked with firm's U.S. Market Strategist in conducting U.S. equity, asset allocation, style, and equity theme analysis.Focused on identifying market capitalization, style, and thematic leadership trends.Helped link macro strategy to equity selection by examining macroeconomic and stock market environments and analyzing factors specific to market capitalizations, styles, and themes.Conducted research on fundamental topics, such as earnings, dividends, and cash flow.Contributed to firm's U.S. Strategy publications.

Worked directly with clients to understand and help solve their investment needs and challenges.Specialized in constructing asset allocation and stock selection models, as well as technical screening solutions.Spearheaded research for company’s largest account. Produced monthly research review for their investors.Notable projects included: multi-level asset allocation model, U.S. sector rotation model, and multi-factor stock selection model.

Maintained earnings normalization process for over 900 companies.Analyzed SEC filings and earnings releases to identify non-recurring charges and adjust GAAP reported numbers.