Advisor at MyHockeyIQ (2025-01 – Present)
- Helped develop a software platform enabling youth hockey organizations and players to accelerate skill acquisition and game intelligence.
- Led capital-raising efforts to fund accelerated software development and rollout for the 2025–26 season.
- Designed the sales framework and coached founders through the full sales cycle, resulting in successful closes with multiple organizations.
Financial Advisor at Northwestern Mutual (2024-07 – 2025-01)
- Built comprehensive, individualized financial plans focused on protecting and growing client assets.
- Collaborated with senior advisors to design portfolio strategies that reduced risk while improving alpha generation.
- Created and implemented new client onboarding processes that streamlined operations and raised client satisfaction.
Business Development at Disruptive (2023-05 – 2024-06)
- Raised over $100 million from family offices, institutions, and foundations into two special purpose vehicles.
- Sourced dual-use technology companies through established relationships across venture capital and private equity networks.
- Co-led due diligence on dual-use technology investments within the Disruptive portfolio.
Head Trader at Atika Capital Management LLC (2021-11 – 2023-05)
- Executed all equity and derivative trading for a $1.2 billion multi-strategy fund focused on TMT, Healthcare, Biotech, Industrials/Materials, and Consumer.
- Built and maintained relationships across high-touch, low-touch, options, and equity capital markets desks.
- Developed a proprietary risk-management tool integrating S3 Data, Demark Signals, and prime-broker positioning data to guide Beta vs. Alpha allocation decisions.
Chief Investment Officer at Bellator Asset Management LLC (2018-07 – 2021-10)
- Founded and led an asset management firm staffed exclusively by combat veterans; personally raised all AUM from family offices and institutions.
- Sole portfolio decision-maker for a $110 million syndicate-based strategy that delivered +52% net in 2019 and +16% net in 2020.
- Established relationships with equity capital markets and private equity syndicate desks; oversaw all trading and operational functions.
Head Industrial & Materials Trader at Point72 Asset Management LP (2014-01 – 2018-07)
- Determined position sizing and hedging strategy (options and intra-sector/factor hedges) for all events in the Industrials & Materials book.
- Held full discretion over portfolio-level risk parameters and timing of Beta exposures.
- Led the entry/exit framework using fundamental analysis combined with Demark technical overlays, producing the team's strongest results in slippage reduction.
Head Consumer Trader at S.A.C. Capital Advisors (2004-08 – 2013-12)
- Established standard operating procedures for every facet of the portfolio team's operations.
- Controlled portfolio risk measures that enabled the team to be among the few internal portfolios to generate positive returns in 2008.
- Designed and implemented an options overlay system to maximize alpha generation on individual positions.
Captain at United States Army (1999-05 – 2004-05)
- Served as Battery XO, Combat Observation Lasing Team Platoon Leader, Company Fire Support Officer, and Battery Fire Direction Officer.
- Consistently top-rated officer in peer group; awarded the Bronze Star for service during Operation Iraqi Freedom.
