I have spent the past 25+ years in the New York City investment world since shortly after graduating from Harvard Business School in 1993. After 18 years as an equity analyst, portfolio manager and strategist at Morgan Stanley, I partnered with Mayree Clark, the former head of both Morgan Stanley Global Research and Private Wealth Management, to help launch Eachwin Capital in 2012 before moving to Athena Capital in 2017 to lead the firm's NYC office. Athena was acquired by Fiduciary Trust International in early 2020.