
Timeline
About me
Managing Director and Chief Investment Officer
Education
New york university
-Bs economicsColumbia business school
-Mba financeThe cooper union for the advancement of science and art
-Studies in architecture
Experience
Fitch ratings
Sept 1989 - Dec 1992Vice presidentGroup head responsible for insurance company ratings. Developed rating criteria and research products, marketed services, and published rating actions. Established ratings practice as part of firm buyout and new management team.
Bear stearns
Dec 1992 - Aug 1997Managing directorSenior fixed income research analyst for high yield investments. Voted to Institutional Investor magazine’s All-American Fixed-Income Research Team.
Sg cowen
Aug 1997 - May 1999DirectorHead of media and telecommunications high yield research in leveraged finance group of global bank Societe Generale.
Lehman brothers
May 1999 - Sept 2002Senior vice presidentSenior fixed income research analyst for high yield investments. Voted to Institutional Investor magazine’s All-American Fixed-Income Research Team.
Barings llc
Oct 2002 - Mar 2015Managing director and senior portfolio managerSenior portfolio manager overseeing $3.3 billion in leveraged loan assets in structured vehicles (CLOs), warehouse financing vehicles, and total return funds. Portfolio asset selection, trade execution, fund compliance, cash management, and investor relations. Consistently outperformed market benchmarks in fund management. Oversight of underwriting, structuring, syndication, and third-party financing for leading loan origination platform.
Apex credit partners llc
Apr 2015 - nowManaging director and chief investment officerChief investment officer and founder of $5 billion CLO management platform. Oversight of portfolio management, credit research, trading, operations, and investor relations. Over ten year track record of CLO management with consistent outperformance of market benchmarks.
Licenses & Certifications
Cfa
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