Portfolio Manager for Microcap and Quality strategies. Analyst for Small Cap Value strategy.

Researching and investing in small and microcap equities.

Equity Analyst for Small & SMID Cap Value products

Worked within all aspects of the firm including investment management, business development, and investment banking.

Worked as a Summer Intern in a support role to the managers and valuation associates. Position gave me experience in financial modeling through the use of DCF models, guideline company models, and comparable transaction models. Was exposed to business and asset valuations through fairness opinions, purchase price allocations, and stock and option valuations.