BlockCellar is a blockchain-enabled platform that offers collectors a simple and secure way to buy, sell, store, trade, and transfer investment-grade wine and spirits.

Good Harbor Financial, LLC is a money manager based in Chicago, Illinois. The firm focuses its efforts on the management of alternative, tactical and flexible mandate investment solutions for institutions, family offices, private clients and their financial advisors.

Co-managed a $200 MM domestic, long-only quantitative equity portfolio, relative to the MSCI 750. Exceeded performance target by earning an excess return of 6.7% in 2009 for insurance and pension clients. Researched investment ideas sourced from academic papers, journals, and sell-side quantitative analysts; incorporated research into quantitative factor model to improve returns and minimize risk. Enhanced quantitative factor model comprised of fundamental, technical, and derivatives-based factors; performed back tests and portfolio simulations and adjusted model for optimal investment performance. Created C# programs to integrate innovative data sources into the modeling platform, allowing for the research and incorporation of equity options and CDS based factors into factor model.

Reviewed system-generated trades for alignment with client investment objectives and portfolio constraints. Analyzed trade data across several asset classes and built a tool to measure the dollar impact of trading delays. Developed enhancements to proprietary portfolio construction processes in the areas of commodity trading, cash management, and managing client fund investments. Designed and implemented management processes to better handle the flow of projects aimed at improving the portfolio construction and risk management system.

Researched potential acquisition and partner target companies, and competitors. Identified attractive targets based on fit with IRI's corporate strategy, gathered data, and created business reports for each target. Analyzed financial statements and constructed detailed financial models including DCF analysis, transaction multiples, and industry comparables to calculate targets' valuations. Examined internal financial data to determine revenue and cost allocations to business units involved in a potential $100M joint venture. Prepared valuation models for presentation to the potential partner company.

Managed client relationships and provided technical and architectural guidance to an international team of developers. Steered multi-functional teams through business analysis and software design. Served as a client liaison on a team supporting a multi-million dollar account.