New York City Metropolitan Area
Experienced investment professional with both buy-side and sell-side experience in the investment management industry. Skilled in portfolio management, asset allocation, financial research, valuation, and due diligence. Education includes a Bachelor’s degree in Financial Engineering and Management Information Systems from Binghamton University and a Master’s degree in Finance from Harvard University. CAIA charterholder (May 2021) and CFA charterholder (April 2026). Currently enrolled in the Wharton MBA Program for Executives, Class of 2028.
• Junior to the Chief Investment Officer; assisting the development and implementation of investment policies for the university's endowment that align with its mission, risk tolerance, and asset allocation while generating superior risk-adjusted returns. • Spearheading the manager selection process through due diligence of new and existing fund managers by investment strategy, process, organization, portfolio positions and performance. • Preparing and presenting both quantitative and qualitative investment recommendations, committee reports, and asset allocation research to the CIO and Investment Committee. • Building and maintaining relationships with investment managers, allocators, and industry experts to stay ahead of market trends and identify potential opportunities. • Compiling and analyzing data used to support investment decisions, asset allocation, manager selection, and risk management. • Keeping current on investment trends, global capital markets, and macro/microeconomic conditions to determine how these changes could impact the portfolio. • Representing the Foundation at external meetings, conferences, industry events and, as needed, on Investor Advisory Boards. • Collaborating with Staff Accountants to forecast monthly liquidity and all cash movements related to endowment management. • Hiring, training and mentoring junior investment office staff.
• Built financial models and created initiation reports on Master Limited Partnerships and natural gas companies. • Constructed quarterly notes reiterating financial projections, key upcoming issues and notable quarterly events. • Provided investment recommendations based on earnings projections, valuation and risk assessment of individual companies. • Analyzed in-depth market data to assess and describe current and long-term trends in the natural gas & MLP industries. • Conducted financial statement analysis to evaluate historic trends and generate earnings projections for over 70 companies under coverage. • Communicated with institutional and internal clients to convey investment recommendations and ideas.
• Conducted quantitative analysis on information affecting investment programs of public and private institutions in the diversified industrials, clean technology and maritime industries. • Responsible for a wide variety of transactions, including offerings of public and private debt and equity as well as merger, acquisition and corporate financial advisory services. • Assisted senior bankers with industry research, financial modeling, valuation analysis, transaction documentation and the creation of pitchbook presentations.
• Researched the natural gas, electrical utility, renewable energy & MLP industries used in the formulation of security analysis. • Prepared the initiation of a multinational energy company using Multiples Analysis, SOTP and DCF valuation. • Built financial models forecasting future growth in EBITDA for several individual and unique business segments. • Created asset based valuations for newly restructured business units accounting for potential accretive/dilutive synergies. • Created a historic and future out-looking supply vs. demand model of dominant natural gases in the US marketplace. • Researched and reported on the production, transportation and fundamental drivers in the petrochemicals industry. • Computed throughput of key pipelines for multiple businesses in order to complete SOTP valuations of owner companies.