Generalist on the CFN Equity Research Team, which provides fundamental analysis for inbound advisor stock requests; maintain stock coverage of internally managed Equity-Income and ESG All-Cap SMA portfolios. Developed and manage internally seeded 'Thematic Growth' and 'Opportunistic Value' equity lists/portfolios. Also, manage a GARP (Growth At A Reasonable Price) portfolio. Cover a broad range of equity sectors with a keen interest in high-growth industries, including technology, biotech, consumer discretionary, and green/renewable investing.Head of Cryptocurrency and Digital Assets research at Commonwealth, which includes developing educational materials for staff, advisors, and their clients. Authored numerous research pieces on bitcoin, crytpocurrencies, blockchain, and NFT's.Provide overall asset allocation advice for advisors and their clients. Work to help build comprehensive equity solutions for advisors utilizing our internally managed equity portfolios and or thematic-based ETFs. Built Python applications to help automate stock portfolio analysis. Teach internal classes on Equity Investing, Mutual Fund Research, and Cryptocurrencies.

Work with Platform Research/Analyst teams from retail brokerage houses in an effort to place Columbia Management mutual funds on their recommended lists and/or gain an allocation within their wrap models. Assist analysts with due diligence by appropriately positioning the Columbia strategies and explaining the investment philosophy and investment process. Utilize Morningstar Direct, Factset, MPI and Zephyr to analyze fund competitors and provide equity factor analysis.

Led all investment research activity for TheStreet Ratings, a division of TheStreet Inc. Responsible for day to day oversight of quantitative equity and mutual fund ratings models. Provided stock recommendations on the basis of both internal models and fundamental analysis. Wrote frequent articles for TheStreet.com. Maintained product budget, managed three analysts and handled all data/customer relationships

Responsible for the initial and ongoing due diligence assessment of external investment strategies for institutional, high net worth and retail clients. Conducted over 200 interviews with Portfolio Managers and investment teams in Small/Mid Cap and Alternative asset classes. Wrote comprehensive research reports on strategies under coverage. Conducted performance attribution analysis (via Factset) to help monitor and identify areas of concern. Partnered with portfolio construction team to build multi-manager discretionary portfolios. Authored quarterly investment newsletters and monthly manager commentaries for use with clients.

Analyzed competitor pricing to help identify market trends and opportunities for pricing improvements. Prepared and presented monthly competitive analysis and strategy reports to senior management. Created automated pricing program in VBA to improve productivity. Contributed to development of new homeowner’s insurance program. Passed SOA Actuarial Exams P (Probability), FM (Financial Mathematics).

Advised individual clients on investment strategy guidelines, risk management, asset allocation and financial planning, assisting in the management of over $200 million in assets.