With over 20 years of financial services industry experience, I have focused on asset management, registered investment advisor (RIA) and broker/dealer (BD) formation and management, and capital markets. Starting in 2000, I began my research and asset management career as an analyst at several investment firms, and then a portfolio manager starting in 2007. Areas of investment focus included financial institutions, particularly publicly traded banking companies, income investing, long/short equity investments, and options strategies. Over the last 20 years, I have also overseen investments in debt securities, securitized assets and investment partnerships that own real estate. I have been