Favorite Performer: Rhianna
Restaurant: Crave cafe
Activity: watching/playing Hockey
A Principal at BWS Financial Inc., I have over 19 years of investment experience. I have been providing institutional investors with equities research covering growth and deep value stocks. My focus has been on opportunities on companies with strong free cash flow and with a history of being discarded by the Street. I have a unique approach to applying idea generation and entrepreneurship knowledge to finding businesses that have the greatest potential for return.
I graduated from the University of Southern California with a Bachelors of Science in Economics.
I have also been recognized by various entities for my civic engagement. I was an afterschool mentor with Los Angeles Team Mentoring, and previously served on the advisory board of the RISSC program at Mt. San Antonio College. I was past President of West Valley PALS and served on the board of Securities Traders Association of Los Angeles. I have also acted as Santa at Valley Presbyterian Hospital for the last three years. I received the Diamond of the Community Award from the Encino Chamber of Commerce in 2018.
I enjoy traveling. You can find me on a weekend escape to a city in Europe and Asia. Or up the 101 freeway because a new restaurant opened.