- Promoted to Director in February 2020.- Healthcare equity analyst serving the Bank of America’s Chief Investment Office.- Subsectors covered include: medical technology/devices; biotech/pharma; spec pharma; providers, life science equipment and tools; diagnostics; dental; and animal health.- Collect, read and analyze various data points, clinical trial data and other research reports on trends within the healthcare universe and recent drug developments.- Build, update and maintain financial models for over 50 individual companies within the healthcare space.- Formulate investment recommendations and generate new investment ideas through fundamental and valuation analysis, speaking with healthcare consultants and corporate management teams and attending healthcare conferences/events.- Maintain an understanding of current events within the healthcare universe and global economy.- Through both written and verbal means, update the Chief Investment Office and Private Bank portfolio managers of any adjustments and noteworthy news events in a timely manner.- Host client and prospect meetings to discuss broader healthcare topics and innovation within the space.- Monitor and update the firm’s Healthcare Approved List.

- Manage a concentrated healthcare-focused equity portfolio with a strong, consistent track record of beating the benchmark since initiation.- Focus on big trends evolving over the next five to seven years.- Investment style: Core Growth/GARP- Portfolio consists of up to 20 best ideas at any given time- Performance measured versus the S&P 500 Healthcare Index- Annualized return since initiation beats benchmark by roughly 500 basis points-3-year turnover rate a little over 6%

- Member of a 4-person investment team managing the Private Bank’s high-quality, large cap core strategy.- Focus on investing in attractive, high-quality companies with sustainable business models, generate strong free cash flow over an extended period of time and have demonstrated a willingness to return capital to shareholders.- Generate new investment ideas that fit the characteristics of the fund and pitch these stock recommendations to the team.- Constantly monitor the fund’s active holdings and watchlist for opportunities to enter/exit positions.

- Promoted to Assistant Vice President and Equity Desk Team Leader in January 2011.- Managed the equity, preferred, and options trading desk at US Trust ($250B AUM).- Focused on the financial, healthcare, and consumer sectors.- Quickly gathered, processed, and analyzed macroeconomic and microeconomic datapoints to help guide my trading throughout the day. Consistently showed an ability to change course if new information becomes available. - Worked closely with fellow US Trust associates in analyzing companies’ current and projected financial information, identifying changes in sector-based trends, and spotting potential moves in stocks’ technical trading patterns in order to assist with both their short-term and long-term decision-making processes. - Wrote weekly reports discussing recent market trends and significant macro- and/or micro-level topics to better prepare our portfolio managers for potential scenarios in the coming days, weeks, months, and/or quarters. - Generated equity and option strategies to help our portfolio managers better manage risk in their clients’ portfolios.- Assisted the Head of Trading with the day-to-day operations of the trading desk, including commission management and working on various projects to improve the efficiency of the desk.- In April 2012, I assisted in the creation and implementation of multiple U.S. Trust Common Trust Funds. During this process my responsibilities included determining optimal trading strategies for the funds’ flows, educating our portfolio managers on the trading/settlement process, and providing any color and analysis on single stocks that could be included in the funds.- In 2010, I assisted with the trading desk’s transition following the sale of Columbia Management to Ameriprise; responsibilities included helping with the set up new FIX and direct lines, overseeing the switch of OMS systems, training new traders, and managing/maintaining relationships with sell-side coverage.

- Executed trade orders, handled trade breaks, and gathered market information for portfolio managers.- Acted as the primary contact between the trading desk and back office for settlement issues.- Learned trading/hedging strategies and technical indicators from senior traders to help provide best execution for our portfolio managers.- Worked with senior traders, research analysts, and sell-side block traders to better understand market trends, discuss trading strategies, and debate other potential effects on the markets.

- Worked with senior market analysts to evaluate and analyze data from corporations’ financial statements to evaluate their ability to repay outstanding debt and meet other financial obligations.- Researched key factors that impact the corporate bond market in order to better understand the direction of the market and economy (e.g. new issuances, default rates, corporate debt levels, etc.).- Wrote daily investment-grade and high-yield corporate bond reports.- Contributed to a weekly column in The High Yield Report.