Manage an active, concentrated, value-oriented stock portfolio investing across sectors and market capitalizations, identify companies whose intrinsic value is higher than the current price to tangible book value, owner earnings, or cash flow. The strategy includes a focus on small-cap companies, special situations, and short-selling.
Advised on M&A transactions for defense and government contracting firms.
Advised on M&A transactions for information technology firms.
Advised on M&A and capital raising transactions for insurance and information technology firms.
Treasuer of Beta Alpha Psi, Accounting Fraternity
Advisor and leader of strategy, finance, and user experience for an artificial intelligence investing recommendation service.