I’ve been focused on healthcare for almost my entire professional career, half as an equity research analyst (2006 – 2012) and most recently as an investment banker (since 2012). After starting out as an analyst in the Financial Control Group at Morgan Stanley, I quickly realized that my passion lay elsewhere, which led me to join an up-and-coming analyst to build the first ever healthcare services equity research platform at BB&T Capital Markets. I diligently worked my way up to Senior Research Analyst by age 27 (the youngest within the firm’s 15-member senior research team).
As a research analyst, I was regularly cited in major publications (Bloomberg, Dow Jones, Reuters) and made several live-TV appearances on CNBC’s Squawk Box and The Call.
I graduated from Rutgers University with a B.S. in Finance and a Minor in Art History (concentration on Ancient Greece and Italian Renaissance studies) and hold series 7, 63, 79, 86 and 87 securities licenses.
I take great pride in my work product, particularly the ability to execute and deliver on behalf of our clients. While I enjoy working with private equity and their portfolio companies, for me, helping founders and entrepreneurs achieve their lifelong dreams, is truly something special. My father, a blue-collar, self-employed contractor, who worked with his hands his entire life gave me a piece of advice, “always do right by your clients and they will do right by you.”
One of my greatest professional accomplishments was working on a second-generation, family-owned home health and hospice business, and its ultimate sale to a publicly traded strategic buyer. It was a business I closely followed for almost ten years before having the opportunity to work with the sister (CEO) and brother (President) team to find the right partner and home for a legacy their parents started in 1970, almost 50 years ago.
One of my former colleagues said, “everything I learned, I learned from a client” and while that was not meant to be advice, it has proven to be gospel.
Outside of Work
When I’m not in the office, I love playing hockey (ice or roller), tennis, soccer, volleyball and skiing. I met my wife on a blind date – she is nothing short of Superwoman, who makes the world go round while still somehow finding the time to raise our three kids (two girls and a boy).
Fun fact – my oldest daughter and son are not twins, but share the same birthday. We live in New Jersey along with our fearless guard dog – a mini goldendoodle named Charlie.