Equity Strategist at Credit Suisse

Equity Strategist

Credit Suisse

September 2017 - present · 6 years and 7 months

New York, New York

UBS Group logo

Executive Director - Equity Strategist

UBS Wealth Management

March 2014 - 2016 · 1 year 11 months

CIO Wealth Mgmt Research, New York

• Contributed to the firm's US equity market outlook including views on size, style, and sector strategy recommendations by conducting bottom-up and top-down sector analysis, fundamental and quantitative research, and an assessment of current and expected economic market conditions. • Created , maintained, and contributed to the WMR equity strategy group's flagship investment products, three high-profile, style-driven equity stock recommendation lists, which track over $8B in investments and equity investment themes with associated equity recommendations. • Co-authored research, presented views and trade ideas (themes, sectors, stocks, and baskets) via published reports, morning calls, teach-ins to in-house sales teams,

financial advisors, and externally to clients and media. • Partnered with client-facing financial advisors to enable them to substantially increase assets under management (AUM). • Managed and mentored junior strategists, associates, and interns in analysis, writing, and career development. • Developed quantitative factors, valuation, and earnings models to assist in investment decisions.

Vice President - Senior Equity Strategist

RBC Capital Markets

July 2013 - March 2014 · 9 months

Greater New York City Area

Director - Senior US Equity Strategist

UBS Investment Bank