Contact: mailbox@finbar.net
Download full resume
Equity Research
Sanford C. Bernstein
Global Aerospace & Defense
Consulting
McKinsey & Co.
Technology; Energy; Media
Entrepreneurship & Private Equity
Technology based startups & independent consulting.
Sport Aviation
Sanford C. Bernstein
Global Aerospace & Defense
Consulting
McKinsey & Co.
Technology; Energy; Media
Entrepreneurship & Private Equity
Technology based startups & independent consulting.
Sport Aviation
Professional background
I am currently at Sanford C. Bernstein, where I am an Analyst/Vice President, covering Global Aerospace & Defense. Regulations prohibit me from saying more online.
Previously, I was Chief Technology Officer at Dock3, where I led the development of the company's internet-based platform to coordinate vendors, customers, site operators and clients. Dock3 provides employee services (dry cleaning, shipping, DVD rental, auto services) at large workplaces. Clients then included Boeing, Bristol-Myers Squibb, Computer Associates, GE Aircraft Engines, Intel, Perot Systems and Veritas Software.
Before that, as a senior Manager for McKinsey & Company, I advised the top management of Fortune 100 companies on strategy, valuation and transactions, market price modeling and hedging, technology asset strategy, organization and operations. I had in-depth exposure to several industries, including defense, technology, oil & gas, electric power, chain retailing, and movie production.
I did my Ph.D. at the California Institute of Technology, or Caltech. I studied electrical engineering there, focusing on radio and optical communications, with Prof. William B. ("Bill") Bridges. I began studying topics in finance during my Ph.D. studies, more or less as a hobby. My Professional Background section provides further detail.
Previously, I was Chief Technology Officer at Dock3, where I led the development of the company's internet-based platform to coordinate vendors, customers, site operators and clients. Dock3 provides employee services (dry cleaning, shipping, DVD rental, auto services) at large workplaces. Clients then included Boeing, Bristol-Myers Squibb, Computer Associates, GE Aircraft Engines, Intel, Perot Systems and Veritas Software.
Before that, as a senior Manager for McKinsey & Company, I advised the top management of Fortune 100 companies on strategy, valuation and transactions, market price modeling and hedging, technology asset strategy, organization and operations. I had in-depth exposure to several industries, including defense, technology, oil & gas, electric power, chain retailing, and movie production.
I did my Ph.D. at the California Institute of Technology, or Caltech. I studied electrical engineering there, focusing on radio and optical communications, with Prof. William B. ("Bill") Bridges. I began studying topics in finance during my Ph.D. studies, more or less as a hobby. My Professional Background section provides further detail.
Reading
Ralph Waldo Emerson is said to have observed that "a man is known by the books he reads." In that spirit, perhaps a quick look at my bookshelf would help provide a partial introduction. I offer short reviews of several good reads - you may not agree with my reviews, but I won't leave you wondering what I think!
Flying and gliding
My flying has spanned a wide range of aircraft, from hang gliders to the wonderful Falco and even a jet fighter. I am certificated to fly airplanes and gliders, and routinely fly both types of aircraft.
During grad school I was on the Board of the Caltech Flying Club, which operated 6 rental airplanes. Many of our members were from the Jet Propulsion Lab, and some are now astronauts! I also served as Captain of the Caltech Precision Flying Team, which competed at intervarsity level in the annual competitions of the National Intercollegiate Flying Association.
Also during grad school I made available some of my notes on the engineering behind hang gliders - the Hang Glider's Technical Notebook. It's acquired an international audience, with readers in Australia, Brazil, China, India, Japan, Russia, UK and Vietnam for example. While the book is no longer available in hardcopy, an updated (2011) version is available in Kindle format at Amazon.com.
During grad school I was on the Board of the Caltech Flying Club, which operated 6 rental airplanes. Many of our members were from the Jet Propulsion Lab, and some are now astronauts! I also served as Captain of the Caltech Precision Flying Team, which competed at intervarsity level in the annual competitions of the National Intercollegiate Flying Association.
Also during grad school I made available some of my notes on the engineering behind hang gliders - the Hang Glider's Technical Notebook. It's acquired an international audience, with readers in Australia, Brazil, China, India, Japan, Russia, UK and Vietnam for example. While the book is no longer available in hardcopy, an updated (2011) version is available in Kindle format at Amazon.com.
Fun stuff (other than flying)
Sports
Media
Airshow Pyro - Tora Tora Tora Bomb Squad
Literally a blast - I spent a day at the Houston Air Show with the Tora Tora Tora airshow team. Working to support the Commemorative Air Force, a museum that keeps its aircraft in flying condition - and flies them - they do a recreation of the attack on Pearl Harbor. I spent the day with the pyro team, or "Bomb Squad." Standing amid clouds of smoke and fire, with Japanese Zeros and Kates flying at 50ft directly overhead while bombs exploded all around (granted, I was setting some of them off) was quite surreal!
Road-trips and travel
I've road-tripped every State west of the Rockies - and most of Western Europe! I've explored the Southwestern US extensively by light 'plane. South of the Equator, I've also visited Australia, Peru and Brazil. In recent years I have been a fairly active traveler, touring Brazil, Italy, Hong Kong, Ireland and the UK with my girlfriend, Paula Marra.
- Sailing: I used to be a competitive dinghy sailor and not a bad windsurfer. Every year that goes by, I used to be even better...
- I'm a solidly Intermediate skier with a penchant for finding "blue" runs and running straight down them!
Media
- 1st Assistant Director, "Brian Auger: Insights of the Keyboard Master," 2003 (instructional video). In spite of my possible bias, I think this is a really great DVD for anyone looking to upgrade their jazz piano skills. Of course, it's probably most useful to those who, unlike me, actually have some jazz piano skills!
- Stage Manager, Caltech production of "Hello Dolly."
- Rock 'n' roll drummer with the grad school band, Fragile Egos.
- Teenage sound engineer for a pirate radio station.
Airshow Pyro - Tora Tora Tora Bomb Squad
Literally a blast - I spent a day at the Houston Air Show with the Tora Tora Tora airshow team. Working to support the Commemorative Air Force, a museum that keeps its aircraft in flying condition - and flies them - they do a recreation of the attack on Pearl Harbor. I spent the day with the pyro team, or "Bomb Squad." Standing amid clouds of smoke and fire, with Japanese Zeros and Kates flying at 50ft directly overhead while bombs exploded all around (granted, I was setting some of them off) was quite surreal!
Road-trips and travel
I've road-tripped every State west of the Rockies - and most of Western Europe! I've explored the Southwestern US extensively by light 'plane. South of the Equator, I've also visited Australia, Peru and Brazil. In recent years I have been a fairly active traveler, touring Brazil, Italy, Hong Kong, Ireland and the UK with my girlfriend, Paula Marra.
Contact: mailbox@finbar.net