About

I start with the business: what drives cash flow, and what would have to happen for it to stop. Documents and capital structure matter a great deal, and I've spent enough time in credit agreements to know how much can turn on a single definition, but they sit on top of that simpler question.

That's mostly a function of how I got here. I spent about a decade working inside companies rather than analyzing them from outside. At Compound Planning I built equity and tax modeling tools inside a full RIA, working with advisors across a hundred-odd client portfolios on ownership structures, liquidity events, and how concentrated positions behave when someone actually needs the money. At Constellation Analytics I built pricing models for insurance underwriters, and learned how a book of risk gets priced and what it costs you to get it wrong. At Sigma360 I worked on structuring unstructured filings into entity-level risk models for credit and counterparty assessment, which ended up as a couple of patents. And for seven years I ran a small systematic sports betting fund, which is where I learned position sizing.

It took me a while to work out what I actually liked doing. It's researching and modeling businesses and figuring out how they hold together, not just whichever one I happened to be working at but as many as I could get to.

Most recently I spent five months on DoubleLine's corporate credit desk in leveraged finance, covering a bit over twenty issuers across telecom, energy, industrials, chemicals, and financials, mostly bank loans and high yield with some investment grade and EM. Thirteen of those were full underwritings with a model and a memo behind them, alongside earnings work and more credit agreements and indentures than I expected. Three I took start to finish and presented to the desk.

Everything published on this site is independent of that work. The Chemours pitch is the one to read first: pitched at 95.3 in November 2025, marked at 98.9 as of August 2026, through its price target. It took first at the Fink Center's national competition, as a team of four.

I'm looking for a junior credit analyst seat with real coverage. Leveraged finance is my primary focus: corporate high yield and loans. I'd be glad to hear about investment grade, structured credit, or private credit as well. Mostly I want to be somewhere I'll improve quickly.

I'm at UCLA Anderson through June 2027.