Research Experience Start Date: 1999
KAR Start Date: 2002
Sector Coverage: Small and mid-capitalization financials and information technology sectors
Education: B.S., Finance, Northern Arizona University
M.B.A., University of Southern California
Prior Work Experience:
Associate Analyst, Equity Research – Prudential Securities
Equity Research Associate – RNC Capital Management
What Do You Enjoy Most About Your Job:
I love learning about different kinds of very interesting companies—what makes good business and how it can differentiate itself from its competitors. I enjoy the combination of developing an understanding of a business’ unique attributes with the intellectual challenge of investing and the requirement of cultivating a view that is oftentimes different from prevailing wisdom.
Also, the experience of coming into the industry in 1999, when things were pretty euphoric in the market and then living through the market downturns in 2002 and 2008 has given me a lot of perspective in seeing the highs and lows of investor emotions. I believe this helps me maintain objectivity in times when emotions can run high.
What Do You Enjoy Most About Working at KAR:
The most enjoyable part about working at KAR is having the freedom to find investments wherever they may be. I am empowered to manage the portfolio in a way that I truly believe and I am supported by strong analytical resources to help me in this endeavor.
What Are You Involved in Outside of Work:
When I’m not working I like to spend time with my kids coaching their sports teams. My two sons play baseball and I feel like I am reliving my youth with them when I get out there on the field and coach their teams.
I am also involved in helping the public education system in Los Angeles. I am on a Young Professionals Board of the largest charter school organization in the city and we help thousands of inner-city kids get a better education.