Investment Banking Experience
- 15 years as Managing Director and Senior Advisor at Perella Weinberg Partners Aerospace and Defense Sector
- Primary focus on Corporate M&A
Investment Experience – Sell Side
- A decade as Wall Street Sell Side Analyst including Morgan Stanley for most of career
- Ranked number one Institutional Investor analyst in two categories – Aerospace and Defense Electronics
- Ran the 200 person Morgan Stanley North American Research Department
Investment Experience – Buy Side
- Head of US Active Equity business at Morgan Stanley Asset Management (including role as lead Portfolio Manager for $9 billion portfolio)
- CIO of John Levin – aka BKF Capital (including role as lead portfolio manager for $9 billion portfolio)
- Ran Aerospace, Defense and Security hedge fund at Perella Weinberg Partners
- Partner at Permanens Capital – outsource CIO fund providing asset allocation and manager selection advice to endowment and family office clients
Education and Other
- MBA Kellogg Northwestern (highest honors)
- BA Rutgers (Phi Beta Kappa and Summa cum laude)
- Have served on a number of Advisory Boards for Space related companies
- Currently Board Observer for PlanetIQ
- Co-founded two space related startups ( HyspecIQ and Agileview)
- Passed New York CPA examination