Bulge Bracket Investment Banks
Experience
Lincoln Charles Advisors
Finance
Investor and Advisor
1/2014 - Present
Principal of a healthcare investment and advisory firm. Completed transactions and assignments have included companies in the digital health, pharmacy benefit, senior care, diagnostics, on-line brokerage, health insurer BPO, specialty pharmacy and wellness areas.
Point72 Asset Management
Finance
Analyst
9/2012 - 12/2013
Part of a team manaing a $500 mm healthcare investment portfolio with a particular focus on healthcare services and devices
Coeus Capital Management
Finance
Managing Director
2/2006 - 4/2011
One of four founders and healthcare sector head of a $300 mm long/short equity hedge fund
Credit Suisse
Finance
Vice President
4/2003 - 2/2006
Equity analyst responsible for research on the managed care industry
Bank of America Merrill Lynch
Finance
Vice President
3/1999 - 3/2003
Equity analyst responsible for research on the digital health, pharmacy benefit, drug distribution and biopharma research and supply chain sectors