Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Rob
Work Experience
Senior Equity Research Analyst
2023
Founder and lead analyst of a premier boutique equity research firm specializing in the consumer sector. Provided trade/investment ideas to large, consumer-focused institutional investors. Combined industry expertise, earnings quality analytics, and primary research to yield alpha generating, largely contrarian, forward EPS estimates.
2015 - 2022
Investment Analyst
2015 - 2022
Consumer sector equity analyst (consultant). Supported senior partner with $2 billion to $3 billion of concentrated exposure (primarily short). Provided long-term investment convictions and tactical trading recommendations. Comprehensive idea generation and due diligence on existing positions and potential new investments.
2001 - 2015
Senior Equity Research Analyst
2001 - 2015
Founder and lead analyst of a premier boutique equity research firm specializing in the consumer sector. Provided trade/investment ideas to large, consumer-focused institutional investors. Combined industry expertise, earnings quality analytics, and primary research to yield alpha generating, largely contrarian, forward EPS estimates.
1999 - 2001
Treasurer & Director FP&A
1999 - 2001
Managed treasury operations, annual budgeting process/analytics, financial forecasting, and financial performance measurement for multi-channel, upscale home furnishings retailer.
1998 - 1999
Assistant Treasurer & FP&A
1998 - 1999
Managed treasury operations, commercial insurance, and assisted with strategic initiatives for a multi-channel children’s apparel retailer.
1998 - 1999
Senior Derivatives Analyst
1998 - 1999
Responsible for the valuation and P&L reporting for four derivatives primary dealer and trading portfolios. Role relocated to Chicago following Bank of America’s merger with NationsBank.
1995 - 1998
Senior Derivatives Analyst
1995 - 1998
Middle-office position providing analytical support to Balance Sheet Risk Management division traders who developed and implemented strategies to hedge corporate interest rate risk and manage earnings.
1986 - 1990
Cryptologic Technician
1986 - 1990
1 year of cryptologic training. Collected and evaluated time sensitive foreign military and diplomatic communications. Awarded two Letters of Commendation. E-5 (rank at honorable discharge).