I am currently in my second year of graduate business school at the Kelley School of Business, Indiana where I am a member of its Investment Management Academy and Investment Club. I earned the right to use the CFA designation in 2006. Prior to returning to school to earn an MBA I was a credit analyst on the buyside. Philosophically, I am a value investor who pays attention to fundamentals.
In my spare time I enjoy rock climbing, reading ancient Roman history, and financial statement analysis.
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Description: Independent / boutique research firm analyst.
Trading frequency: Infrequent
Interests: Bonds, Dividend stock ideas & income, Stocks - long
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