Hi there, thanks for reading more about me.
Career Journey
My journey in finance began at JPMorgan in 2006 as an analyst in their top-ranked Leveraged Finance group, completing six high-yield transactions.
I then moved to Vector Capital in San Francisco as Head of Research for nearly thirteen years, where I generated a 2.7 Sharpe ratio and 13% net returns while raising $327 million in new LP capital.
In 2020, I launched Bankrupt11, a legal tech platform that I scaled to 25,000 monthly active users in one year while achieving breakeven profitability.
After developing financial models at Elevation Securities that yielded over 25% average returns, I joined Lazard Asset Management as Senior Vice President.
Current Role
At Lazard, I develop quantitative research models for the Lazard Equity Advantage platform, combining fifteen years of fundamental investing experience with three years of quantitative model development.
I trade over $20 billion in stock market value, applying both traditional analysis and cutting-edge quantitative techniques to institutional equity strategies.
Life in Manhattan
I live in Manhattan with my two kids and serve on the board of Stuyvesant Square Park in my neighborhood.
My passion for NYC real estate led me to build a following of over 1,300 people on Threads, where I help others navigate foreclosure opportunities.
When not analyzing markets, you’ll find me surfing at the Rockaways or running through Central Park.
Investment Philosophy
My approach focuses on finding alpha at the intersection of disciplines—combining legal analysis with quantitative models, applying technology solutions to traditional finance problems, and using fundamental research to inform algorithmic strategies.
After nearly two decades in markets, I’ve learned that sustainable returns come from building systems that adapt as markets evolve.
Social Media Links
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The End
To keep reading, visit my blog here for my latest articles.