Founder & Chief Investment Officer (CIO)

Lateral-thinking, long-term investor with an outstanding track record and 20 years of experience as a skilled money manager. Managed $6.5 billion in cumulative investments at several leading New York City-based buyside firms.

Formerly with Brown Brothers Harriman as Senior Vice President, Research and Portfolio Management; prior roles with Alliance Bernstein, Mutual of America Capital Management and Price Waterhouse Coopers Corporate Finance.

Founded R/Evolution Gate to capitalize on mispriced businesses and securities and dislocated financial markets through the application of a holistic, nimble, innovation-focused, investment philosophy and nuanced risk management.

The firm’s objective is stellar absolute, risk-controlled returns that capitalize on a relentlessly evolving world and corresponding behavioral and financial market anomalies, while disrupting traditional and outdated capital management strategies.

Chartered Financial Analyst (CFA), M.B.A. (magna cum laude) from University of Notre Dame and Bachelor of Computer Science & Engineering (First Class) from National Institute of Technology.