Updated 2026

Resume

Finance student driven by a genuine curiosity for quantitative investing and factor-based strategies. Learns best by building and iterating, thrives in team environments, and is eager to grow under mentors who value intellectual rigor.

Download PDF

Experience

Birch Creek Capital

Jul 2026 — Present
Fixed Income Analyst Naples, FL
  • Research high-yield bond issuers and evaluate credit quality, covenants, and relative value to source additions to the firm’s buy list
  • Build and maintain screens to monitor the high-yield universe, surfacing candidates for portfolio inclusion and flagging deteriorating credits
  • Streamline research and reporting workflows by integrating AI tools, reducing manual effort on recurring analysis and documentation

Eagle Fund

Aug 2025 — Present
Senior Portfolio Manager Student Managed Investment Fund · Fort Myers, FL
  • Collaborated with a team of analysts to manage a $1.50M equity portfolio, contributing to 230 bps outperformance of the S&P 500 in 2025
  • Built a quantitative screening framework on Bloomberg Terminal, combining factor signals with fundamental research from team sector leads
  • Partnered with teammates to create bottom-up sector weightings that improved Sharpe ratio and risk profile

DB-Quant

Aug 2024 — Present
Founder Fort Myers, FL
  • Designed a multi-factor equity model in Python, studying and implementing signals across value, quality, momentum, and low-volatility factors
  • Built end-to-end research and backtesting pipeline, iterating on signal weighting and portfolio construction through professor feedback

Leadership

Business Ethics Society

Aug 2025 — Present
Founder and President Fort Myers, FL
  • Founded and grew the organization, building a team that competed at three national business ethics competitions
  • Led case analysis across financial, legal, and regulatory issues to develop policy recommendations

Alternative Investing Club

Aug 2026 — Present
Founder and President Fort Myers, FL
  • Founded FGCU’s first alternatives club, building curriculum on venture capital, private equity, and real assets
  • Organized speaker events and workshops connecting students with alternatives professionals

The work behind these lines: two Eagle Fund long pitches and two national ethics competition decks, all downloadable.