Lotus Asset Management

Founder & Chief Investment Officer

PKPC Realty

Co-Founder

UBS Wealth Management

•	Lead Associate for one of the largest PWM teams in TX; over $2.5B in AUM for UHNW clients
•	Managed and tracked several proprietary, customized equity and ETF portfolios 
•	Oversaw significant taxable/tax-exempt fixed income portfolios across the risk spectrum
•	Independently researched equity and fixed income securities
•	Performed due diligence for external investment products, both private and public
•	Devised strategic and tactical asset allocations to target desired after-tax, risk-adjusted 
returns
•	Created and maintained customized derivatives valuations and client portfolio reviews
•	Performed majority of team's trading across both equity and fixed income portfolios

Investment Associate

Morgan Stanley

•	Lead Analyst for one of the largest PWM teams in TX; over $3B in AUM for UHNW clients
•	Tracked performance and portfolio metrics for various portfolios 
•	Created and maintained customized derivatives valuations and client portfolio reviews
•	Independently researched equity and fixed income securities
•	Devised strategic and tactical asset allocations to target desired after-tax, risk-adjusted returns
•	Traded equity and fixed-income securities for all of team's portfolios

Analyst

The Claro Group

• Created and updated detailed risk-exposure model for joint insurance pool consisting of major oil companies expecting MTBE claims
• Examined 10-year cost structure and proposed improvements for Fortune 500 oil company
• Modeled potential liabilities for major oil companies expecting PCB claims

Consulting Analyst

Bear Stearns

• Researched transfer pricing contracts, market conditions, and intercompany interest data to determine new loan rate for future intercompany transactions
• Formally presented findings to senior managing directors to suggest rate change and potential effects on lending practices

Summer Intern

Founder and President of Lotus Asset Management, a Wealth Management firm dedicated to setting a new standard for financial advice and investment management for young professionals.

Highly analytical Chief Investment Officer with strong attention to detail and 10+ years of experience researching, managing, and trading $2B+ across all asset classes.

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