Bio

Industry recognized top-performing Equity Research Analyst, requested guest speaker (CNBC/Bloomberg TV & Radio/Fox Business News, et al.), and frequently quoted (WSJ/CNBC.com) Consumer Growth and eCommerce Sector Specialist able to connect the dots, explore how one event triggers another, and interpret voluminous data to recommend the best companies positioned to generate alpha and drive portfolio performance.

Adept in building relationships with sales/clients and company management, and assuming ownership and accountability for investment outcomes facilitates my ability to gather and provide industry insight, enhance visibility, generate responsiveness and promote investor confidence.

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Additional Expertise:

Fundamental/Bottom-Up/Quantitative/Qualitative/Industry & Competitor Analysis
Financial Statements/Modeling
Performance Forecasting/Summarizing
Reporting & Presenting
Macroeconomic Trends
Recognizing & Recommending Investment Opportunities/Strategies