Founder of Gutenberg Research
I have spent nearly 15 years analyzing companies in various capacities. After earning a BSBA in Finance, MS in Accounting and MBA from Northeastern University, I began my professional career at PricewaterhouseCoopers (PwC) in New York as an Assurance Associate in the Financial Services practice, where I earned a CPA license. During my time at PwC I participated in a rotational assignment within the Financial Service Research Institute at PwC where I studied bank mergers throughout the financial crisis, drawing on my experience as an intern bank examiner with the Federal Deposit Insurance Corporation (FDIC) during my undergraduate career.
After PwC, I spent five years at an UBS Investment Bank where I worked first as a Capital Specialist, and then as an Equity Research Associate. During this time I became a CFA Charterholder. In my research role I built and maintained earnings models, contributed to research reports, and participated in client conferences, covering the Semiconductor and Semiconductor Capital Equipment Industries. I then moved to General Electric Capital Corp in 2014 as a Risk Analyst where I built regression models to predict asset losses based on various macroeconomic scenarios. After the sale of the majority of GE Capital’s assets, I started a consulting firm which provides capital planning support to banks, in addition to running Gutenberg Research.