My roles have challenged and enhanced my analytical abilities, while also improving my client service skills, creative problem-solving and technological capabilities. I am now seeking a new role in consulting, financial services, or investment management, to capitalize on these skills. |
*EXPERIENCE*
2000-Present FOUNDATION SERVICES LLC - Greenwich, CT
Founder & CEO
Foundation Management firm servicing five charitable foundations with assets exceeding $80 million. Services included managing the foundations¡¦ grant-making activities, reporting requirements, communications policies and execution, program area research, internet strategies, and assistance with oversight of portfolio managers.
1997-2000 GREENWICH ADVISORY ASSOCIATES, INC. - Greenwich, CT
Portfolio Manager / Executive Vice-President
Investment Advisory Firm managing approximately $200 million in assets. Generated a 92% compounded rate of return, with a Sharpe Ratio of nearly 1.2, on our fully-managed assets from 1997 through 2000. Focused on long-term value-oriented strategies, supplemented with hedging activities when deemed appropriate.
ƒÞ Responsibilities included: originating and monitoring investment ideas; portfolio risk management; trade execution; and managing and originating client relationships
ƒÞ Broadened the investment research process from one that primarily focused on dividend-based metrics to one that incorporated an analysis of a prospective company¡¦s (i) free cash flow generation, (ii) competitive positioning, and (iii) level of industry attractiveness
ƒÞ Implemented an equity screening process to generate more qualified candidates to be researched. This enhanced investment performance while helping to reduce the need to hire additional research staff
ƒÞ As an officer, participated in the strategic negotiations for the sale of the firm to the Bank of New York
1993-1997 SALOMON SMITH BARNEY, INC. - Greenwich, CT
Financial Consultant
ƒÞ Guided clients in investment strategy & asset allocation decisions
ƒÞ Assisted small institutional client with equity & option research and strategies
1991-1993 SHEARSON LEHMAN BROTHERS - Greenwich, CT
Assistant Analyst
ƒÞ Assisted with equity & market research and developed computer screening programs
*EDUCATION*
1993- AUG 1996 NYU STERN SCHOOL OF BUSINESS - Westchester, New York
Masters of Business Administration in Finance & Management, with co-major in International Business
ƒÞ Graduated with Distinction
ƒÞ Inducted into Beta Gamma Sigma National Honor Society
ƒÞ Received Financial Executive Institute¡¦s Award for Excellence in Finance given to the top Finance student throughout the full-time and part-time programs
1987-JAN. 1991 UNIVERSITY OF VIRGINIA - Charlottesville, Virginia
Bachelor of Arts in Biology
ƒÞ Graduated with Distinction (level above Highest Honors)
ƒÞ Inducted into Golden Key National Honor Society
Knowledge of Systems: Research Insight, ILX, eSignal, Crystal Reports, and advanced knowledge of Excel, Access, Word & Powerpoint
Registrations: Series 7, Series 65 & RIA, Series 63, and Related Training |
