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.