Specialized expertise across public markets, quantum & cyber, and institutional sales.
Supports M&A and capital raising engagements across defense markets, focusing on financial modeling, valuation, transaction execution, and sector research. Prior to SSG, was an Investment Banking Analyst at Viridian Capital Advisors. BSBA in Finance, Bryant University. Holds FINRA Series 79 and 63 licenses and has passed the SIE examination.
Over 27 years of institutional sales experience in the securities industry. Started at Sanford Bernstein in the early 1990s, becoming a Partner in 1997. Held sales management and senior roles at Credit Suisse, Leerink Swann, and Macquarie Bank. In 2011, launched THINK Partners, a financial services boutique. Prior to Wall Street, worked in technology at IBM and Electronic Data Systems.
Successful 30-year career in finance, accounting, systems design, and consulting, beginning at a Big-4 firm and advancing to C-level roles at technology startups. Co-founded BitRage Inc., serving as CFO. Later served as President of BitRage NOVIS, Corp., overseeing design and manufacture of lightweight, weapons-mountable night-vision systems for military, SWAT, and border security organizations.
Managing Director with Pickwick Capital Partners (SSG’s partner on certain transactions). Career spans business development, marketing, and strategy roles in telecom, plus client-facing research and consulting in technology and financial services. Prior to Pickwick, was a publishing analyst at Cowen and Company (now TD Cowen) and a Managing Director at Silverwood Partners. Earlier, Director of Business Intelligence at Motorola and Principal Analyst at Gartner. BA, UNC-Chapel Hill; MA, University of Michigan.
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