About

I'm a Vermont‑raised equity research analyst living in New York City, working at the intersection of finance, defense, and technology. By day, I cover next generation aerospace & defense companies, as well as cybersecurity. I've always been drawn to tools, ideas, and technologies that change how things get built. I pride myself as a life long independent learner.

I spent my youth obsessed with getting more with less, particularly in school where I would rather be learning outside than inside the classroom. My background blends financial rigor with technical fluency, and I gravitate toward problems that don't come with a playbook. Whether it's modeling, writing, or building systems behind the scenes, I'm focused on clarity, speed, and impact.

Career & Education Timeline

Equity Research Associate

May 2024 to Present

New York, NY

  • Aerospace & Defense and Cybersecurity Team under former FBI Special Agent Trevor J. Walsh.
  • Primarily operating on the A&D coverage where our coverage is focused on next generation disruptive companies.
  • Currently writing an exhaustive industry report on everything drones (UAS, UGS, UUS/USV, c-UAS, etc.) spanning public and private companies.
  • See [SECTION] for more details.

GPT Wrapper Project

Early 2024

Burlington, VT

  • Developed AI advisor for non-target business students seeking finance careers.
  • Conducted user research with students and career advisors to validate concept.
  • add why it failed.

Graduated University of Vermont

December 2023

Burlington, VT

  • B.S. Business Administration with a concentration in Finance and Entrepreneurship.
  • Minor in Economics, Venture Advisor for Catamount Innovation Fund, a student-led VC fund.
  • Awarded Grossman School of Business Dean's Cup award for Best Speaker (2023).

Equity Research Intern

November 2023 to May 2024

Remote

  • The day after passing CFA L1, I was pointed towards this part-time role.
  • Laid the foundation for my current role and reputation for automation on the team.
  • Worked well beyond the allocated hours, eventually it paid off being called up full time.

Passed Level 1 CFA Exam

Summer 2023

Burlington, VT

  • Decided to take a traditionally post graduate exam in order to differentiate myself.
  • Passed in 95th percentile, 37% overall pass rate on August 2023 Level I Exam.
  • Fun fact: I was also working at Jersey Mike's at the time.

Venture Analyst

Aug 2022 to Dec 2022

Berlin, Germany

  • Right-hand-man to the CEO of a Berlin-based deep tech accelerator during my time abroad.
  • Primary project was various investment and operations tasks related to raising an SVP for a drone startup angel round.
  • Met countless founders across startup verticals, sparking my passion for hard tech.

Generalist

Feb 2022 to August 2022

Burlington, VT

  • Was hired to support the company's Web3 efforts, expanded into a generalist role serving across multiple departments including marketing, sales, partnerships, and Web3 initiatives.
  • Superplastic is a entertainment based startup that intertwines physical and digital experiences through digital celebrities.
  • The experiences below were essential for getting this role.

Defi Exploration

2021 to 2022

Burlington, VT

  • Had been following the space since 2017, with my free time I dove in head first.
  • Created an NFT collection with some friends, personally coded the smart contract (ERC-721).
  • Also got certifications from INSEAD and Duke University in Blockchain and DeFi, respectively.

Passed National and State Real Estate License (VT)

Winter Break 2020

Burlington, VT

  • Planted the seeds to the idea of leveraging unconventional exams to differentiate myself without internship experience.
  • I also picked up Photoshop, and created posters of my favorite musicians as Pokemon cards to sell to my friends.

Enrolled at the University of Vermont

Sep 2019

Burlington, VT

  • Wanted to do something in business, but was not sure what.
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