Responsible for identifying and developing solution oriented investment strategies.
BPV Capital Management: Chief Strategic Development Officer
Co-Managed investment team encompassing all aspects of internal and external investment strategies.
Lead investment strategy/fund development, acquisition and disposition.
Cain Brothers Asset Management (CBAM): Co-Founder, CEO & COO
Founded CBAM, a Registered Investment Advisor, with $2.0 Billion of assets under management.
Responsible for all aspects of the business strategy, operations, personnel and client service.
Created two private offshore investment funds and served as a director on both funds.
Cain Brothers & Company: Managing Director & Partner
Managed Special Products Group responsible for all alternative Developed and executed a synthetic bond refunding strategy, a call option monetization strategy, and a $250.0 million protected equity investment strategy.
Ziegler Securities: Managing Director
Co-Head of Special Products Group responsible for all alternative financial and investment
Bank of America (Continental Bank): Managing Director
International banking, capital markets transactions, corporate restructurings, and mergers and acquisitions
Education & Registrations:
MBA in Finance and Quantitative Methods, University of Pennsylvania,
The Wharton School
MS In Agricultural Economics, University of Illinois, With Honors
BS in Agricultural Economics, University of Kentucky
Series 7, 63, 79, 24, 65, 3, 30 registered
Serves on the Board of the Juvenile Diabetes Research Foundation and active strategist for Timmy Global Health.Go Back to Team Members
The information contained on this website is not intended to be used as the sole basis of investment decisions and is not a recommendation nor a solicitation to buy or sell any securities or investment. It is intended to be informational and educational. The information provided should be used as a general guide to investment performance. Past performance is no indication or guarantee of future results.
Copyright © 2021. All rights reserved.