(212) 519-2286

“My background in both law and investing gives me a different perspective on event-driven opportunities. I want to help clients understand not just the potential upside of a transaction, but the risks that could determine its outcome.”

‍I joined William O’Neil Securities because of its reputation for data-driven research and its long standing relationships with institutional investors. Event-driven investing rewards rigorous, independent analysis, particularly when the market has not fully accounted for the risks or opportunities surrounding a transaction. The firm’s research-driven approach is a natural fit for the work I do.

My background combines M&A law with hands-on investment research. As a corporate attorney, I negotiated and drafted the agreements behind complex transactions. As an investor, I have evaluated how deals progress through antitrust reviews, other regulatory approvals, and share holder votes. Understanding both sides helps me assess what can change a deal’s outcome and translate that analysis into actionable investment ideas.

Before joining William O’Neil Securities, I founded an event-driven hedge fund, where I under wrote and made recommendations on mergers, spin-offs, distressed investments, and other special situations. Earlier, I practiced corporate law at Skadden and Winston & Strawn, advising private equity firms, public and private companies, boards, and special committees on M&A transactions. I began my career infinance at Merrill Lynch and JP Morgan Chase.

One of the biggest challenges in merger arbitrage is evaluating transactions that require approvals from multiple regulators, often across different jurisdictions and on uncertain timelines. I want to be a resource clients can turn to for a clear assessment of those risks, independent research, and thoughtful ideas when the path to closing is not straight forward.

I earned an MBA in Finance from Wharton, a JD, cum laude, from the University of Minnesota Law School, and a BBA in Finance from Hofstra University, where I played Division I football. Outside of work, I enjoy golf, weight training, and following football. As a former college athlete, I still value the competitive drive and discipline that came with it.