Research Experience Start Date: 2005
KAR Start Date: 2013
Sector Coverage: Large-capitalization consumer-discretionary, health-care and technology sectors
Education: B.A., Business Economics, minor in Accounting, University of California, Los Angeles
Prior Work Experience:
Associate Analyst , Special Situations – B. Riley & Co.
Vice President, Equity Research – Al Frank Asset Management
What Do You Enjoy Most About Your Job:
Every day we come into the office we are challenged with turning over rocks and kicking tires to find high-quality investment opportunities for our clients’ hard-earned money. That discovery process has always been exhilarating for me. It’s like CSI Wall Street, but instead of solving a crime, we are looking for long-term investment opportunities to help our clients meet their long-term financial goals.
What Do You Enjoy Most About Working at KAR:
At KAR, we have an overarching investment philosophy, but the analysts are empowered to work within that discipline to find creative ways to add value to the investment process. I feel very privileged to work alongside some incredibly intelligent and highly credentialed professionals. That structure keeps employees both highly motivated and allows us to build more complete pictures of investment opportunities.
What Are You Involved in Outside of Work:
When I am away from the office, I really value the time that I can spend with my family. I have two young daughters and I love every minute that I get to spend helping them grow and develop. The unpredictability of the stock market pales in comparison to what two young daughters can do when they are running around the house.