Senior investment professional with significant equity markets experience, including both stock and manager selection. Currently responsible for approximately billion in multi-manager portfolios in the smallmid cap space. Possess a unique skill set developed over two decades, including years as a sell-side analyst and years in manager research. Served as director of research at multiple sell-side boutiques and won the Wall Street Journals Best on the Street award for stock selection in software. Since have been directly involved in the evaluation of investment firms, managers and strategies. Also possess more than a decade of experience as a small business owner in the e-commerce space.read more ...read less ...
Portfolio Manager
Co-founder
Senior Investment Analyst At Sei Investments
Equity Research Analyst At Mkm Partners
Director Of Research & Analyst At Boenning & Scattergood
Director Of Research & Analyst At Emerging Growth Equities
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