Founder of Equity Analytics
Assisted several companies in creating Business Plans, Independent Valuation Analyses, PPM, Presentation Materials, Communication materials and Custom Analysis for potential acquisitions. Provide Strategic Planning and Assessment consultation. Results include funding of $5 million to $70 million per company. See History of Success.
Money Management
20 years of Portfolio Management responsibility managing equity funds. Managed $300 million. Drove 10x growth by creating and implementing investment decision framework based on fundamental analysis. Chair Investment Committee. Coordinate skillsets of young analysts with those of seasoned investment personnel. Performance over 10+ years was compounded annual alpha of 439 basis points, net of fees (an average outperformance of benchmarks by 4.39% each year).
Director of Equity Research
35 years of Equity Analysis (includes PM responsibilities and consulting) including Director of Research responsibilities on buy-side and sell-side. Create and manage Equity Research Departments at buy-side and sell-side firms. Received many 5-Star awards (highest) from StarMine for accuracy of EPS estimates for companies in a variety of industries.
Consultation
Consult with Wall Street M&A analysts and equity analysts at Goldman Sachs, Morgan Stanley, Salomon Brothers, EF Hutton, Paine Weber. Consult with competitive analysis personnel at Union Carbide, Xerox, Eaton, GTE Corp.
Project and Product Management
Leader on product management team for mainframe accounting software. Separately, project leader on the first PC based equity analysis system for institutional investors.
Education
CFA – Chartered Financial Analyst, Institute of CFA.
MBA – Finance Emphasis, Oakland University, Rochester, Michigan.
BS Microbiology & Public Health – Michigan State University, E. Lansing, Michigan
Community
Adult leader in Ventures/Youth Group and Sierra Club Inner City Outings
Big Brothers of the East Bay
Eagle Scout
Go to LinkedIn Profile (best to open in a new tab)
Back to Results