One-Line Bio

I'm a co-portfolio manager of a small cap value and a dividend-oriented, value portfolio.


Although my career has only spanned about 10 years, I've been lucky enough to work in various capacities in the investment business. I think my various jobs have given me some unique insight into the inner working of the market, which I hope to share through ContraHour.

I used to be an investment banker in the Corporate Finance division of a regional brokerage firm. There's no better training in analyzing the fundamentals of companies and management teams than working in a Corporate Finance department.

I served another three years as a sell-side equity analyst covering the Technology and Software Sectors. I was a mediocre analyst and my only real claim to fame was that I covered MicroStrategy (MSTR), the stock that marked the beginning of the end of the Nasdaq. Having researched a slew of technology stocks during the greatest financial bubble in history gave me a unique insights into what actually makes stocks move.

I now work on the buy-side. I co-manage a value/contrarian small-cap portfolio and a dividend-oriented, defensive portfolio.