Awards & Recognition
★Member of FASB Investor Advisory Committee (2013-2017)
★Harvard Business School case study subject
★Ernst & Young validation through white paper
★Journal of Financial Economics publication recognition
Notable Facts
→CEO and founder of New Constructs since 2002, a fintech company using AI/ML for financial analysis
→Author of 'Modern Tools for Valuation' chapter in The Valuation Handbook (Wiley Finance 2010)
→Former Wall Street analyst at Credit Suisse First Boston and Epoch Partners (acquired by Goldman Sachs)
→Regular contributor to Forbes, CNBC, Barron's, and Wall Street Journal as financial expert
→Company covers 3000+ stocks, 7000+ mutual funds, and 400+ ETFs using proprietary technology
→16.7K followers on Seeking Alpha, established thought leader in financial analysis
→Trinity University graduate with B.S. in International Business
→Managing Partner of Novo Capital Management hedge fund