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Known information
- Worked in the finance industry since 1988
- Started as an Analyst at Tiger Management
- Moved to Capital Management Associates in 1993 as a Senior Analyst
- Became a Portfolio Manager at Crabbe Huson in 1997
- Became a Principal & Co-Portfolio Manager at Downtown Associates in 2002
- Was the Managing Member at Prime Mover Capital in 2006
- Worked as an Analyst at Lord Abbett in 2012
- Served as a Portfolio Manager & Analyst at Alpine Woods in 2013
- Was a Senior Analyst at TVR Capital in 2016
- Became a Portfolio Manager at First New York in 2019
- Attended UNC Kenan-Flagler Business School from 1990 to 1992, earning an MBA in Finance
- Obtained a BA in Economics from Kenyon College between 1982 and 1986
- Holds the Chartered Financial Analyst (CFA) certification from the CFA Institute
About R4 Technologies
R4 Technologies, founded in 2013 and headquartered in Ridgefield, CT, provides AI-driven solutions for cross-enterprise management, specializing in industries such as consumer, healthcare, financial services, and the public sector.
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