Investments

AREAS OF EXPERTISE

  • Analyst
  • Institutional Portfolio Manager
  • Information Technology Administrator 

EXPERIENCE

SCS FINANCIAL, LLC, Boston, MA

Institutional Portfolio Manager

  • Examined and improved the use of technology to support the success of client marketing, portfolio management, performance analytics, and risk management in a highly entrepreneurial and sales driven hedge fund group
  • Straddled multiple departments utilizing a blend of operational management, fundamental analysis, and technology based skills
  • Worked closely with broker to win $50M university endowment alternative investment position
  • Managed private wealth of family office client’s $50M allocation to hedge funds

TUDOR INVESTMENT CORPORATION, Greenwich, CT

Head Analyst, External Investment

  • Co-Managed proprietary capital only hedge fund investment program (»$500M+)
  • Co-Managed Trader Recruiting Due Diligence process

Analyst, Tudor Japan Accelerator – Tudor Ventures Group

  • Researched and analyzed foreign information technology businesses in Japan prior to investment
  • Conducted performance measurement and analysis of middleware tech companies until the accelerator was discontinued in 9/11

Information Technology Administrator   

  • Co-Managed IT Group with CIO responsible for annual multi-million dollar budget expenditures
  • Delivered strategic, project management, procurement, negotiation, and technical related work products
  • Led recruitment efforts for software development, help desk, data, and telecom staff

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