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