• Forecasted and conducted liquidity analysis, calculated quarterly Net Asset Values, and managed the monthly distribution process for a five vehicle, $1.5B hospitality portfolio.
• Managed a team of analysts to produce liquidity projections, respond to investor requests, and fulfill lender reporting requirements.
• Authored quarterly investor presentations for four MCR private equity funds with commitments of $1.8B.
• Created financial models for Hold/Sell analysis for 150 hotels across three funds.
• Proposed, established, and maintained margin accessibility for securities owned by the funds, reducing capital commitment by $20MM and increasing IRR by 450 basis points.
• Interacted directly with all C-suite members, including the CEO and founder of MCR Hotels.

• Created and maintained corporate models for three publicly traded companies with $7B in assets.
• Evaluated strategic initiatives to determine impact to share price, including: hotel acquisitions, hotel dispositions and subsequent redeployment of capital, common and preferred equity raises, debt issuance, refinancings, spin-offs, and portfolio company acquisitions.
• Modeled and analyzed three public-to-public takeovers of lodging REITs, each with over $1
● in market cap.
• Served as the primary contact for investment bankers for all modeling of potential projects.
• Prepared quarterly presentations for the Board of Directors detailing asset performance, share performance, and competitive benchmarking.
• Conducted ad hoc modeling and analyses across the Ashford Group of companies, including DCF and IRR analysis, diligence reporting, and macroeconomic research.
• Interacted directly with all C-suite members, including the CEO and founder of Ashford.
• Promoted twice and voted Associate of the Year for 2017.

• Built out research coverage for the broader real estate sector, focusing on leisure and homebuilders.
• Generated short-term trade ideas and led big data, foreign currency, and interest rate swap analyses.
● Texas Capital Bank – Dallas, Texas Assistant Vice President – Investment Analyst, Private Wealth 2013
• Conducted investment and manager research across equities, fixed income, and alternative asset classes.
• Monitored, managed, and rebalanced portfolios and implemented tactical shifts.
• Authored quarterly investment letters and client reports.
• Implemented a reduction in the portfolio's commodities allocation and identified an active manager to replace passive exposure.

• Supported lead analyst in formulating and developing investment theses for 18 covered companies.
• Prepared detailed investment reports and comprehensive financial models for each covered company.
• Executed primary research (channel checks) and maintained relationships with institutional investors and C-level management.
• Performed the principal research and authored the initiation of coverage for Aruba Networks.
• Integral part of a high-performance, three-person team that published >2,500 pages of research in 2011
●

• Analyzed investment opportunities in various sectors for portfolios totaling $650MM.
• Presented industry analysis and recommendations to the investment committee.
• Authored stock-specific reports for presentation in a fast-paced, collaborative environment.

• Actively managed value and growth portfolios with $20MM in AUM.
• Authored bi-weekly macroeconomic reports and forecasts.

• Responsible for real-time risk management for accounts with debit balances totaling $800MM.

• Promoted twice to leadership roles; managed risk for accounts with debit balances totaling $1 B.