Professional background

I'm an investor at San Francisco-based Ensemble Capital where I contribute to the team's moat-focused, concentrated investment strategies.  

Before joining Ensemble, I was an analyst with Johnson Investment Counsel, a large independent RIA in Ohio.  Prior to Johnson, I was a sell-side equity analyst with Morningstar, where I covered companies in the basic materials, industrial, and consumer sectors. I also led Morningstar's equity stewardship methodology and wrote a regular column on small-cap investing. 

Earlier in my career, I worked for The Motley Fool, SunTrust Asset Management, and Vanguard.

I'm a CFA® charterholder and a member of the CFA Society of Cincinnati.

I'm a proud graduate of Saint Joseph's University in Philadelphia, where I majored in history and minored in economics. I'm a lifelong Cincinnati Reds & Bengals fan and support Fulham FC in English football.


*All content on this site reflects my personal opinions and not necessarily those of my employer.