Chicago Jesuit Academy is a loving and academically rigorous tuition-free Catholic elementary school for students and families from resilient communities impacted by historical disinvestment. Located in Austin on Chicago’s West Side, CJA admits students to all grades in our lower and middle school without regard for their race, ethnicity or religion, and CJA enrolls 3rd-, 4th- and 5th-grade students without regard for their past levels of academic achievement.

Co-Chair of the Access, Affordability & Success Committee and Member of the Athletics Committees

Provided leadership in the areas of strategy, operations, finance, and human resources for a non profit tuition free music school serving ~700 students at 4 program sites across Chicago.

Sole decision-maker managing $3 billion of assets in the consumer sector as part of larger value-style fund team. Actively collaborated with analysts and PMs to formulate investment themes.

Launched and was sole portfolio manager of Wintrust Capital Small Cap Opportunity Fund. Significantly outperformed benchmark and grew product from zero to $60 million in assets in 2½ years.

Leader of a start-up asset management group for the firm, managing capital raising, developing investment process and procedures, and constructing the portfolio.

Managed Fidelity Small Cap Value Fund, named a Wall Street Journal “Category King” for 2005.

Provided fundamental research and investment recommendations for Fidelity's diversified portfolio managers.