I have had the privilege of working in the financial services industry for over two decades. Throughout my career, I have remained committed to continuous learning and adaptation, always striving to provide the best possible service and insights to my clients and colleagues.
My finance career began in 2001 in JP Morgan’s swap group. In 2002, I joined the operations department at Clinton Group, a multi-strategy hedge fund, where I handled settlements in equity, convertible bonds, options, Treasuries, and mortgage-backed securities.
In 2004, I transitioned to the trading desk at Clinton Group, where I was responsible for hedging the convertible bond portfolio in addition to my operational duties. This experience provided me with a comprehensive understanding of both the operational and trading aspects of finance.
In 2006, I moved to Bear Stearns and then to Morgan Stanley in 2008, both in the Prime Brokerage divisions. These roles further honed my skills and deepened my knowledge of the financial markets.
In January 2009, I joined Somerset Capital Advisers, LLC, which subsequently merged into ARS Investment Partners. This move marked a significant step in my career, allowing me to bring my extensive experience to a new team and contribute to our collective success.
I hold a BS in Business Administration with an emphasis in Finance and Accounting from the University of Colorado. My educational background, combined with my diverse professional experiences, has equipped me with a robust understanding of the financial industry and the ability to navigate its complexities effectively.