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Equity Research Analyst
CFA Charterholder
Industrials sector - Global Aerospace & Defense
Judgment informed by broad background
Experienced beyond financial services, including real-world business management, top-level management consulting, and technology (electrical engineering PhD, e-commerce innovator)
Technology / industrials and e-commerce
My strongest industry backgrounds are in technology/industrials (from aerospace/defense and multi-industrials through electric utilities and oil & gas) and e-commerce
Analysis & communication skills
Excellent analysis and communication skills (oral and written), and facility in bridging between analytic-technical and investor-general management worldviews
CFA Charterholder
Industrials sector - Global Aerospace & Defense
Judgment informed by broad background
Experienced beyond financial services, including real-world business management, top-level management consulting, and technology (electrical engineering PhD, e-commerce innovator)
Technology / industrials and e-commerce
My strongest industry backgrounds are in technology/industrials (from aerospace/defense and multi-industrials through electric utilities and oil & gas) and e-commerce
Analysis & communication skills
Excellent analysis and communication skills (oral and written), and facility in bridging between analytic-technical and investor-general management worldviews
Sanford C. Bernstein
New York, NY 2005 -
- Analyst/Vice President (Global Aerospace & Defence)
- Chartered Financial Analyst
- FINRA Series 7, 63, 86, 87
- Regulations prohibit me from describing my professional activities further on this web site. Details available from me directly or from my resume.
Dock3, Inc.
San Diego, CA 2000 - 2004
Chief Technology Officer (2000-2003) / Strategic Projects (2004)
- Lead development of internet-based platform to coordinate vendors, customers, site operators and clients.
- Recruit and lead technology team through development, testing, deployment, maintenance and upgrades.
- Serve on senior executive team, with active involvement in strategy, operations, financing and business development.
- Continue to serve company in consulting role on special strategic projects after sale of company at end of 2003.
McKinsey & Company
Los Angeles, CA 1993 - 1998
Senior manager (strategy consultant)
- Valuations and transactions (asset & business unit)
- Business unit and corporate strategy
- Market price modeling and hedging
- Marketing
- Organization
- Aerospace / Defense
- Technology (valuation and business implications of technology in broadcast & cable tv, radio, internet media)
- Energy (electricity generation, regulation and trading; global oil & gas)
- Chain retailing & franchising
California Institute of Technology (Caltech)
Pasadena, CA 1993 - 1998
Ph.D., Electrical Engineering
Dissertation: "Antenna-coupled Millimeter-Wave Electro-Optic Modulators and Linearized Electro-Optic Modulators" (12.7 MB)
Advisor: Prof. William B. ("Bill") Bridges
My primary technical background is in optical and radio communication engineering. The work was done in collaboration with Hughes Research Labs, now HRL Laboratories, and was primarily funded by the Defense Advanced Research Projects Agency.
Awards / honors
- AT&T Bell Labs Ph.D. Scholar 1990-1993
- Schlumberger Fellow 1989-1990
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