Consulting

New York University Business School Graduate with specialized analytical and communication skills relating to all facets of the investment process in investment consulting and management. Areas of expertise are risk/performance of investment portfolios, SEC compliance, client communication, and ... more

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Murphy Oil's An Attractive Acquisition Candidate
Presently, International Oil Companies (IOCs) and National Oil Companies (NOCs) are not committing a budget for exploration and development projects, as their short term considerations supersede any longer term rationale.
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STOCKS I FOLLOW

ANSLF ANSELL LTD ORD SHS
BAM Brookfield Asset Management Inc.
BIP Brookfield Infrastructure Partners L.P.
BKH Black Hills Corporation
BPY Brookfield Property Partners L.P.
BWA BorgWarner Inc.
CALM Cal-Maine Foods, Inc.
CCK Crown Holdings Inc.
CH Aberdeen Chile Fund, Inc.
CLMT Calumet Specialty Products Partners, L.P.
COP ConocoPhillips
CVX Chevron Corporation
DOW Dow Chemical Co.
DSU BlackRock Debt Strategies Fund Inc.
GLD SPDR Gold Trust ETF
GWSVP GLACIER WTR TR9.0625
HSBC HSBC Holdings PLC
IDA Idacorp Inc.
IMO Imperial Oil Ltd
MDU MDU Resources Group Inc.
MO Altria Group Inc.
MUR Murphy Oil Corporation
MUSA Murphy USA, Inc.
NATUF NORTH AMERN TUNGSTEN
NC NACCO Industries Inc.
NS NuStar Energy L.P.
NWE NorthWestern Corporation
O Realty Income Corporation
OILB iPath B S&P GSCI Crude Oil TR ETN
PM Philip Morris International Inc.
PNW Pinnacle West Capital Corporation
PRGO Perrigo Company
PRTA Prothena Corporation plc
PSX Phillips 66
SCHN Schnitzer Steel Industries Inc.
SLV iShares Silver Trust
SPG Simon Property Group Inc.
STO Statoil ASA
TCK Teck Resources Limited
XEC Cimarex Energy Co.
XLP Consumer Staples Select Sector SPDR ETF
XOM Exxon Mobil Corporation
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Work Experience

P/T Investment Analyst
Princeton OPportunity Partners llc
September 2013 - August 2015 (2 years)

• Preparation and distribution of monthly and quarterly materials including statistical portfolio reviews such as relative performance analysis, asset allocation, sector diversification, market capitalization and asset size for clients.
• Responsible for subscriptions/withdrawals/transfers from the fund.
• Liaison between custodian, trader, accounting firm and fund manager with respect to identifying and solving problems or discrepancies.
 

Princeton Portfolio Strategies Group
Assistant to COO/Investment Analysis Reporting
May 2012 - August 2013 (1 year 4 months)

• Preparation of monthly client material including statistical portfolio reviews such as relative performance analysis, asset
allocation and number of holdings.
• Providing detailed responses to clients and prospects regarding their holdings and regarding the services offered.
• Preparation of legal documents including 13F filings.

Research Associate
Candlewood Capital Management
January 2002 - December 2005 (4 years)

• Researched themes, industries and ideas for security selection using trade journals, company and industry websites, and discussions with company management, competitors, customers and suppliers.

•Established relationships with companies in the telecommunications, entertainment, agricultural, glass/packaging, paper, metals, mining and energy sectors, as well as created models and matrices for companies to analyze various sensitivities/scenarios and quantify risk.

Education

New York University - Leonard N. Stern School of Business
Masters of Business Administration (MBA)
1991 / 1993
Finance
New York University - Leonard N. Stern School of Business
Bachelors of Science
1983 / 1987
Finance and International Business

Publications