Awards & Recognition
★Institutional Investor All-America Research Team runner-up in autos & auto parts for five consecutive years (2020-2024)
★Named to Evercore ISI's top-ranked research team that achieved No. 1 overall firm ranking
Notable Facts
→Senior Managing Director at Evercore ISI covering global automotive & mobility equity research
→Over two decades of experience covering industrials and autos at SAC Capital, RWC Partners, Occitan Capital and Karsch Capital
→Joined Evercore in 2015, expanded firm's automotive coverage into electrification and autonomous vehicles
→Serves on advisory board of BioPhysical Economics Institute
→Covers major stocks including Tesla (TSLA), Ford (F), and Autoliv (ALV)
→60.71% success rate on stock recommendations with 6.3% average return per rating
→Moderates Evercore ISI's Autonomous, ADAS & AI Forum conferences