2009 - 2009
2007 - 2008
Senior VP Research Analyst/Head of Financials Coverage
Areas of Coverage: Regional Banks, Debt Purchasing, Companies, Education Finance Companies, Online Finance Companies, Online Broker/Dealers
2005 - 2007
Partner/Senior Research Analyst
Areas of Coverage: Regional banks, including Puerto Rico, Accounts Receivable Management (ARM) companies, Education Finance Lenders, Asset Managers/Financial Holding Co’s.
Forbes Magazine – StarMine Performance
-#1 rank in commercial bank stock selection in 2006 with 19% excess return
-#7 rank overall among all analysts and industries
2001 - 2005
Senior Vice President/Senior Research Analyst/Co-Director of Research
Focused on small/midcap growth companies.
Research focused on: specialty finance, banks, mortgage banks, special situations
Recognized expert in developingcoverage of – Puerto Rico Banks
Developed first Puerto Rico Bank Conference Nov., 2001
Stock Selections appreciation +100% each year 2001-2004
Five Star rated Star Mine ratings on All Banks Covered
1999 - 2001
General Partner and Portfolio Manager
Universal Gateway Fund, L.P.
1999 - 2001
Director of Equity Strategy & Research
Freimark Blair, Inc.
1991 - 1998
Senior Vice President, Equity Portfolio Manager, Director of Small Caps
SunAmerica Asset Management, Inc.
Built and Managed five star rated funds - $600 million of small cap and mid cap high growth equity. Built small cap research effort. Successfully grew assets from $40 to $600 million. Managed small cap analysts. Focused on capitalization from $50 million to $5 billion. Numerous interviews in Barron’s, Money Magazine and CNN. Returns in top 20%. Listed in 1997 publication “The Best Mutual Funds in the U.S.” 3 Year Return 20.21%