Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Education
Lists including John
Investments
Work Experience
2020
Partner
2020
2009 - 2020
Analyst
2009 - 2020
Analyst on RS Investments Growth Team with approximately $13b in AUM. Sector Coverage: Industrials, Materials, Autos (2009-2012), Consumer Staples (2009-2012) • Responsible for all positions in coverage areas including new idea generation, position sizing and risk management • Develop and maintain relationships with corporate executives, industry experts, sell-side analysts; attend industry conferences and trade shows, visit corporate headquarters and plants • Build detailed financial models and forecasts; extensive data analysis to enhance forecasts • Hired, trained and managed numerous associates who have moved onto successful analyst roles • Built quantitative models and risk management tools that are an integral part of team’s investment process
Head Of New Product Development
2013 - 2016
• Lead business strategy for the firm including new product development, evaluating M&A transactions and other corporate actions, and product financial forecasting and risk management o Worked closely with CEO, CFO and COO. Semi-annual board presentations • Designed and successfully launched 3 new products working across all functions of the organization • Built a team of investment professionals to manage custom products for the firm (Solutions Team)
2007 - 2009
Analyst
2007 - 2009
Sector Coverage: Generalist • Made long/short recommendations (write-up and presentation), responsible for timing and sizing of positions • Attended conferences, visited companies, built and maintained integrated financial statement models and forecasts • Managed portion of the fund • Designed risk management tools, standard financial templates and short screening models
2002 - 2005
Associate
2002 - 2005
• Three-year equity research training program (modeled after investment banking analyst program) • Worked directly for portfolio manager of Large-Cap Value team (2002-2004) and portfolio manager of Large-Cap Growth team (2005) • Researched companies to assist with stock selection (building/maintaining models, meeting company management, general due diligence, risk and portfolio management) • Developed and managed an options strategy for the Value Fund