Denver, Colorado, United States
Founder of Qualex Investment Management, a long/short equity fund focused on investing in the most intelligent management teams in the stock market and shorting those on the other end of the spectrum. Driven by proprietary linguistic AI models, inspired by decades of cognitive research, Qualex quantifies CEO and CFO intelligence through speech patterns and linguistic analysis. The fund is available to qualified investors and institutions, offered pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933. Learn more at qualexinvest.com
Qualex invests on a simple premise: smarter management teams make better decisions and deliver stronger returns. The edge comes from the ability to quantify CEO intelligence through linguistic AI rooted in decades of cognitive research. Qualex Fund LP is a long/short equity fund targeting S&P 500 outperformance and is available to qualified investors and institutions. qualexinvest.com
Investment Management > Managed $3B book of high net worth client assets > Advised on complex portfolio transitions, estate planning, and tax-efficient investment strategies Asset Allocation / Location Research > Lead on asset location strategy and research > Responsible for capital market return assumptions used in Fidelity's portfolio optimizer
Portfolio Management > Managed Fidelity Select Healthcare Services Fund ($1B in assets) > Managed Fidelity Select Industrial Equipment Fund ($250m in assets) Equity Research > Consistent top-tier stock picking metrics among Fidelity research analysts > Stock coverage responsibilities in industrials, healthcare, energy, and utilities