Certifications

CFAChartered Financial Analyst

Sector Experience

Business Services
Energy
Financial Services
Healthcare
Technology
Fortune 500

Experience

Meges Health Inc. Start-Up
CFO/COO
8/2016 - Present
As the co-founder of a healthcare technology startup, I co-wrote the business plan and pitch decks, built the revenue model, financial model, fundraising valuation models, devised a model for founders equity to be distributed. My role is currently focused on fundraising, sales lead generation, and day-to-day operations and financial decision-making.
Horizon Blue LLC Finance
Managing Partner
6/2016 - Present
Co-founded this Angel investing firm. I currently manage the investment portfolio, including ongoing advisory work. I also evaluate new prospective investments.
Odyssean Management Ltd. Finance
Chief Risk Officer / Portfolio Strategy
5/2018 - Present
I am an advisor, Chief Risk Officer, and investment committee member. I built the pricing models and devised the automated trading strategies at this innovative fund in a new and growing space.
Recap Investing Finance
Chief Investment Officer
3/2019 - Present
I am a co-founder and Chief Investment Officer at Recap. Recap is a tech-driven asset manager focused on building best-in-class sustainable portfolios for both institutional and retail customers. At Recap, I designed the investment methodology and manage the portfolios. I also serve as CFO and lead the digital marketing and user research functions.
Barclays Investment Bank Finance
Director
9/2012 - 5/2018
I was a Director in the Market Risk group, covering US & Latin America Credit Trading, and then later US Portfolio Market Risk. I also had regulatory responsibility and headed the firm's Volcker Risk team.
C12 Capital Management LP. Finance
Senior Risk Manager / Portfolio Strategist
7/2009 - 4/2011
As senior risk manager, I helped develop and implement the firm's risk measurement and management infrastructure. Later, as a Portfolio Strategist, I performed fundamental research, developing trade recommendations and producing original macro research.
Barclays Investment Bank Finance
Vice President
10/2006 - 9/2009
Covered market risk for Securitized Products business through the subprime crisis. Barclays was one of the few banks to avoid a government bailout due to superior risk and capital management.
AIG Other
Quantitative Analyst
7/2004 - 10/2006
I was a quant building financial pricing models and also built capital models for two sub-businesses -asset management & aircraft lease finance.
Algorithmics Inc (Now IBM Risk Analytics) Management Consulting
Financial Engineer
2/2002 - 6/2004
Principal consultant on three client implementation projects involving three of the top four banks in South Africa, dealing directly with top-level client personnel, and managing projects and relationships. Delivered pre-sales demos with existing and prospective clients. Designed and delivered training courses to local and international audiences at all levels of seniority. Courses included general finance theory, risk management concepts and best practices, and product-specific solutions.