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| Year of birth |  | 1963 |
Permanent/Home Location/Address |
| Country | | USA |
Languages |
| Primary Language | | Fluency |
| English | | Read, write and speak fluently |
Nationalities |
| Nationality By Birth | | USA |
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Experience Classification |
| Job Function | | Years Experience |
| Investment | | 20 |
Qualifications |
| Highest Qualifications | | Masters |
| Qualification | Subject | Establishment/Country | Year |
| Masters or Higher | Economics | University Of Akron | 1984 |
| Trade Qualifications | CFA | CFA Institute, AIMR | 1990 |
Other Qualifications, Memberships, Certification
CFA |
Computer Skills and Software Used |
| MS Office, Bloomberg, Factset, StockVal, Baseline, ThomsonOne, StreetEvents, |
Work Locations |
| Are you willing to move or relocate? | |
Yes - I will travel domestically
Yes - I will relocate domestically
Yes - I will travel internationally
Yes - I will relocate internationally | |
Availability |
| Start Immediately? | | Available Now |
Ideal Next Job |
| Equity analysis / portfolio management / trading at an investment management firm. |
Required Salary & Conditions |
| Open to relocation. Salary negotiable depending on location and bonus potential. |
Employment History |
| Total Years of Work Experience: | | 26 |
| Commenced Full Time Work: | | 1984 |
| Name | | Evergreen Investments |
| Job Title: | | Director, Senior Analyst, Equities |
| Duration | | From : 1997 To: 2008 |
Summary |
Senior-level equity analyst with a strong track record of value-added research and stock selection. Able to contribute both broad perspective and in-depth bottom-up analysis to help your investment firm succeed and grow. I am a highly ethical individual with excellent communication skills, an unselfish, team oriented, client-first attitude, strong passion and creativity, which have consistently led to superior results.
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Work Experience |
Evergreen Investments, Boston 1996 - 6/2009
Director, Senior Analyst, Fundamental Equity Team
• Supported a multi-cap, multi-strategy family of retail mutual funds.
• Employed a low turnover, bottom up investment process focused on cash flow and capital allocation.
• Appointed Sector Head of the Industrials team. Frequently called upon to mentor junior analysts.
• Was originally recruited to cover small cap Industrials, also covered Consumer, Utilities, Telecom, Technology and REIT’s as needs evolved during 13 year tenure.
• Performed thorough industry analyses, company-level financial modeling, valuation work.
• Developed and still maintains strong relationships with covered companies, peers, industry experts.
• Takes decisive action – in both directions – when the proper conditions emerge.
• Last 2 stock picks: FPL (10/16/08, $37) and TYC (3/2/09, $19). (write-ups available).
• Examples of good “avoids:” GM (since 1/2003), Harley Davidson (since 9/2007), REITs (since 1/2007).
• 42nd p-tile 5-year performance.
Boatmen’s Trust Company, St. Louis 1992 – 1996
Assistant Vice President, Senior Analyst
• Gained journeyman-level experience supporting primarily institutional portfolios.
• Employed a standardized, DDM-based, risk-adjusted approach to stock selection and portfolio construction.
• Learned the importance of a well-articulated investment process as it relates to the marketing effort.
• Was recruited to analyze and recommend stocks in the Industrial and Consumer sectors.
• Honed financial modeling skills, developed ability to present and defend them in a committee setting.
• Strong performance track record as measured by a model portfolio and results in actual portfolios.
Ameritrust, NA, Cleveland 1984 – 1992
Trust Officer, Analyst
• Began equity research career in a Trust company serving institutional and high net worth clients.
• Employed a disciplined intrinsic value investment style, with an earnings revisions overlay.
• Developed an understanding of valuation in the context of “normalized” earnings in cyclical industries.
• Successfully recommended stocks in the railroad, trucking, automotive and aerospace industries.
• Performed detailed industry reviews and company write-ups, including 5-year models of earnings, balance sheet and cash flow.
• Communicated using model portfolios, written reports, formal presentations and informal contact.
• Managed the firm’s S&P 500 index fund product, doubled AUM with several new clients.
• Joined as junior trader, promoted to head trader, then moved into research.
Head Trader, Equities and Convertibles
• Responsible for all activities on an active trading desk including a junior trader, and a back-office liaison.
• Accountable for commission allocation, soft dollars, compliance, broker relations and implementation of trading technology.
• Initiated and managed the firm’s S&P 500 index fund (1988).
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