Experience

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  Deutsche bank alex brown

  Jan 1999 - Jan 2000

  Research associate

  Covered enterprise software sector

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  Evergreen investments

  Jan 2000 - Jan 2002

  Equity analyst

  Fundamental equity analysis covering the technology and retail sectors for the $2 billion Evergreen and Evergreen Foundation Funds. Following the events of 9/11, our office was closed and the assets were moved to Boston. I decided to move to Chicago to be closer to my wife's family.

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  Frye louis capital management

  Mar 2002 - Mar 2004

  Equity analyst

  FLCM was a family office/RIA that was taken over by the private client group of Credit Suisse. While at FLCM, I worked as an equity analyst covering several sectors and worked on investment opportunities in both public and private markets.

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  Talon asset management

  Mar 2004 - Mar 2006

  Senior equity analyst for 1837 partners, llc

  I joined Talon in 2004 to work on their long only research team and to help with Talon Opportunity Partners, a long/short hedge fund. In 2006, the hedge fund team left Talon to join RMB Capital Management and formed 1837 Partners, LLC.

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  Rmb capital management

  Mar 2006 - Mar 2015

  Portfolio manager/senior equity analyst

  I moved from Talon to RMB in 2006 with the team that managed the long/short hedge fund, 1837 Partners. In the first few years at RMB, I worked on the hedge fund and also assisted the firm with its long-only products. In 2010, I was asked to take over the management of RMB's proprietary equity products. From 2010 to 2015, I wrote the mandates, defined the process, and built a team to manage the firm's three primary strategies: Core Equity, Dividend Growth, and Special Situations. Assets in these products grew from approximately $350 million to close to $1 billion. Show less

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  Zuckerman investment group

  Mar 2015 - Jul 2016

  Director of research/member of investment committee

  At Zuckerman, I was responsible for managing the analyst team and a voting member of the investment committee.

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  Prudence island wealth management

  Aug 2016 - Oct 2019

  Founder & senior wealth manager

  As an affiliate of Ballast Equity Management (now QSV Equity Investors), Prudence Island Wealth spearheads the firm's private client business by offering comprehensive investment advisory and financial planning services. As a boutique wealth manager that leverages an investment team that has amassed 82 years of cumulative experience, we believe we offer a compelling value proposition through the elimination of a layer of fees and direct access to senior investment professionals.

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  Oak family advisors, llc

  Oct 2019 - now

  Director of research

  Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide objective, unfettered advice that is always given with the client’s best interest in mind.The investment philosophy of the firm centers around the strategic asset allocation process, that is, building diversified and efficient long term portfolios that map to client specific factors such as income requirements, downside risk tolerance and time horizon. My clients from Prudence Island Wealth Management moved with me to Oak Family Advisors. The business model is purely focused on wealth management and improved the services that I could offer them. Ballast has continued to post strong returns and will focus on the institutional market. Show less