With over a decade of investing experience, my financial services industry expertise provides a unique and valuable perspective to my clients. As a strategic advisor specializing in talent management for the investment management industry, I have helped countless teams better deliver on their alpha ...more

With over a decade of investing experience, my financial services industry expertise provides a unique and valuable perspective to my clients. As a strategic advisor specializing in talent management for the investment management industry, I have helped countless teams better deliver on their alpha objectives. Prior to my career in retained executive search, I previously helped co-launch the hedge fund Tribe Capital Management (peak AUM, ~$1bn) on the Millennium Partners platform, where I also served as a senior equity investor. Earlier in my background, I was a financial analyst at HBK Investments, where I covered global financial services and specialized in insurance, asset management, financial technology, payments, and capital markets. I began my career as an investment banker focused on financial institutions at Lehman Brothers. There I was responsible for M&A, Capital Structuring, Deal Execution, and Client Service. I graduated Magna Cum Laude with a BBA in Finance, International Business and Economics from The George Washington University in Washington, DC. Specialties: Networking, Financials, Long/Short Equities, Insurance, Investment Management, Payments, Fin-Tech, Asset and Wealth Management, Capital Markets, Long Only, Global Macro, Investing, Fundamental Analysis, Equity Research, Corporate Strategy and M&A, Management Consulting and Executive Search, FIG Investment Bankingless