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Hedge Fund Investment Analyst
Hedge Fund Investment Analyst
Excellent
5
21Sessions
Member since 2017
  • New York
  • Boston
About the mentor
  • Current equity research analyst performing rigorous, in-depth fundamental research and analysis of US small, mid, and micro-cap equities for Wampanoag Capital, a long/short event-driven special situations hedge fund focused on levered equities and distressed debt with catalyst-driven events across the capital structure
  • Over five years of experience on the buy-side as an equity research investment professional, currently as an Equity Research Analyst at Wampanoag Capital, a long/short event-driven special situations hedge fund following his role as a Junior Equity Research Analyst with generalist coverage focusing on the TMT, Consumer, Industrials, Healthcare, and Financials sectors across the small, smid, mid and large cap universes for the Institutional Equity Investment Team at GW&K Investment Management (Affiliated Managers Group subsidiary)
  • As a Junior Equity Research Analyst at GW&K Investment Management (an active investment manager subsidiary under the AMG Funds umbrella), he researched the US small, smid, mid, and large-cap equity universes for two separate investment teams.    
  • Prior to joining GW&K, he worked at the Boston Company Asset Management (an active equity-only institutional asset manager now the equity division of Newton Asset Management at BNY Mellon), a wholly-owned subsidiary and division of BNY Mellon Asset Management (a top 5 global asset manager by AUM), where he sharpened his analytical skills and investment knowledge as a Product Development Manager.
  • He began his career as a Portfolio Analyst, then was promoted to Senior Team Leader, and finished at the Boston Company as a Product Development Manager, where he was instrumental in developing the company's first options-based investment product, an S&P 500 buy-write active equity investment strategy. 
  • Graduated with a BA in Economics from Cornell University and a Certificate in Python Programming from the College of Computing and Information Science
  • He has been a CFA Charterholder since 2014, passing all three levels of the CFA Program under the minimum amount of work experience required to earn the CFA designation.
  • A member of the CFA Institute, CFA Society Boston, and the Young Leaders Committee at the CFA Society Boston
  • In addition, he earned both the CMT (2017) and CAIA (2014) designations while studying for both concurrently during his participation in the CFA Program, passing each level on his first attempt in consecutive exam offerings.
  • He is a CAIA and CMT Charterholder and a member of the CAIA Association and CMT Association (formerly known as the MTA)
Expertise
  • Hedge Funds
  • Equity Research
  • Hedge Fund
  • Asset Management
  • Other
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