About Me
Hi, my name is Ethan, and I’m deeply passionate about investing in technology and artificial intelligence. With a background in mergers and acquisitions, capital offerings, and other financial advisory services for both private and public companies, I bring valuable insights to the world of investments. Currently, I’m actively managing my personal investment portfolio while conducting thorough research on assets within the technology, healthcare, and industrial sectors.
My current research focus is on Copart, Inc. (NASDAQ: CPRT). By conducting in-depth research and analysis, my goal is to gain a clearer understanding of its future prospects and, in turn, enhance my investment strategies.
Here are a few skills I've been working on recently:- Financial Modeling
- Equity Research
- HTML/CSS
- Python
- Microsoft Office Macros
Experience
As an Equity Analyst and Portfolio Manager at The Bulldog Fund, LLC, I had the responsibility of overseeing a large-cap equity portfolio with an AUM of approximately $3.3 million.
My role involved conducting comprehensive investment analysis within the Technology, Media, and Telecommunications sector. I employed a combination of fundamental, technical, and quantitative methods to evaluate potential investment opportunities.
Using FactSet and Bloomberg data services, I crafted detailed equity reports, provided weekly portfolio updates, generated earnings reports, and developed financial models for our sector holdings.
My approach integrated macro and microeconomic indicators, along with company-specific factors, enabling active exposure and risk management. All of these efforts were geared towards delivering positive “alpha” for our investors.
Skills
- Financial modeling
- Portfolio management
- Equity research
- Microsoft Office
- FactSet
- Communication
During my junior year at UMD, I worked as an Analyst Intern at Oak Ridge Financial. In this role, I played a pivotal part in executing mergers and acquisitions, facilitating capital offerings, and providing other financial advisory services to a wide range of clients.
As part of this position, I offered essential assistance to both junior and senior bankers in the areas of financial modeling and analysis. My responsibilities also included conducting thorough market and industry research, creating management presentations, overseeing virtual data rooms, actively engaging in client meetings, and delivering weekly updates on M&A and capital market developments.
Skills
- Financial modeling
- Market research
- Microsoft Office
- S&P Capital IQ Pro
- Attention to detail
- Communication
I effectively managed general ledger maintenance, budgeting, and forecasting, along with data entry and management during my internship. This involved proficiently utilizing QuickBooks and Microsoft Office tools to ensure the accuracy of financial records and provide valuable support for informed decision-making.
Skills
- Microsoft Office
- Attention to detail
- Communication
Education
2019 - 2023
Bachelor of Business Administration in Financial Markets, Finance
Labovitz School of Business and Economics (LSBE)
- Participant in the CFA Global Research Challenge 2023
- Treasurer of the UMD Investment Club
Extracurricular Activities
- Accounting / finance tutoring
- Intramural hockey
Get in Touch
My inbox is always open. Whether you have a question or just want to say hi, I’ll try my best to get back to you!