Senior freight transportation and logistics analyst with over two decades of experience in research & equity capital markets. Passionate about uncovering trends within the railroads, trucking, parcel, integrated logistics providers, intermodal, forwarders, brokers and marine shipping industries.
Fortunate to do what I love. Research allows me to constantly learn new things and interact with smart professionals. This provides me a springboard to help clients better understand transportation trends and how they impact industries, companies or investments. Focused on providing differentiated research through channel checks and collaborating with colleagues in adjacent industries.
I also sit on BI’s U.S. equity research management team, specializing on helping analysts build strong franchises. Previously was a team leader for various coverage groups including transports, consumer, basic materials, health care and financials, where I provided daily managerial support and mentoring as well as implement and execute department best practices.
Articulate public speaker and frequent contributor on Bloomberg television and radio as well as conference speaking engagements.
Earned a bachelor of science degree in finance and management from Ithaca College, and master’s in business administration from Fordham University.