Portfolio Manager, 07/2013
to Current Axonic Capital LLC – 390 Park Avenue, 15th floor New York,
Successfully managed the Agency MBS Derivatives portfolio within the hedge fund utilizing mostly a relative value framework in the investment approach. Managed anywhere from 300-450mm in assets at any given time within the Agency MBS Derivatives universe.
Carefully managed risk on a daily basis using comprehensive hedging strategies to effectively hedge the interest rate and prepayment risk in the portfolio.
Frequently spoke to investors about the opportunities and performance of the sector within the main hedge fund.
Generated gross returns of 6.05% in the 2nd half of 2013, 15.01% in 2014, and 2.6% in 2015.
Managing Director - Head Agency MBS Derivatives Trading, 03/2010
to 07/2013 Mizuho Securities USA – 320 Park Ave,
New York NY 10022
Head of the Agency MBS Derivatives Trading desk responsible for trading and marketing both secondary and New Issue CMO Derivatives with roughly 100mm in balance sheet.
Worked closely with the Pass Through desk identifying relative value in the specified pool market and worked closely with the New Issue CMO desk in helping to identify new issue arbitrage opportunities.
Director - MBS Trading, 01/2009
to 03/2010 Guggenheim Capital Markets – 135 East 57th St, New York,
NY 10022 Head Agency MBS Derivatives trader responsible for trading and marketing Agency IO and Inverse IO securities. Effectively built the knowledge base of the salesforce through small instructional sessions while managing a small position of Agency CMO Derivatives.
Vice President, FICC - Mortgage Trading, 02/2005
to 01/2009 Goldman, Sachs & Co. – 85 Broad Street, New York,
NY 10004 Head of Agency Derivatives trading working on the CMO desk. Primary responsibilities included trading and marketing Agency MBS Derivatives in both the Secondary and New Issue Markets. Frequently working with customers and salespeople in order to trade the markets more efficiently.
Vice President - Mortgage Relative Value Trading, 02/2002
to 02/2005 Merrill Lynch – 4 World Financial Center, New York,
NY 10080 Worked as an junior trader/portfolio manager on a small team trading MBS and MBS Derivatives. Successfully managed risk for the proprietary trading group and generated many profitable trade ideas.
Global Markets Officer, 07/1999
to 02/2002 JP Morgan Securities – 270 Park Avenue, New York,
NY 10017 Started in MBS Research and quickly moved onto the CMO trading desk as a junior Trader/CMO structurer.
FINRA Series 7,63 License
Strong problem-solving capabilities
Energetic and proactive
Proficient in Microsoft Excel/Office, all Dealer MBS prepayment analytics (Yield Book, Barclays Live, Locus), Polypaths, Bloomberg, Intex Calc and Intex Structuring Tool.
Bachelor of Arts: Economics,
1999 Union College - Schenectady,
Golf, Tennis, Paddle Tennis, Coaching my kids sports
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Companies Worked For:
Axonic Capital LLC
Mizuho Securities USA
Guggenheim Capital Markets
Goldman, Sachs & Co.
JP Morgan Securities
Job Titles Held:
Managing Director - Head Agency MBS Derivatives Trading
Director - MBS Trading
Vice President, FICC - Mortgage Trading
Vice President - Mortgage Relative Value Trading
Global Markets Officer
Bachelor of Arts : Economics , 1999
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