All You Ever Need In Banking
Upon college graduation I made the near fatal mistake of accepting an offer to work for a bank. The lessons learned in that brief 18 month period carried with me through a 32 year career in New York on Wall Street. The most important lessons were to always try to be creative and take risks because the world is basically risk adverse. Alan Greenberg, the legendary Chairman of Bear Stearns believed, if you want to accomplish anything, form a committee of ONE and do it yourself. After raising two children and spending most of my life in New York, City, I packed up and moved to Los Angeles in 2003 where I married a gorgeous green eyed lady and formed PCM Advisors as well as an association with Trafalgar Advisors. Between the two companies we provide investment banking services to a full range of capital needs from startup to billion dollar campaigns. BTW the green eyed lady is still very much in the picture.
Investment banking and advisory services including angel round, venture capital and private equity. Since 2006, participated in the structuring and preparation of more than $1 billion in private equity offerings.
Established the company in the investment research area hiring and training a department of 15 members
Founded one of the early hedge funds Our focus was on Deal Arbitrage Provided average annual IRR's of 23.4%
Senior Analyst covering a wide range of industries including consumer, healthcare services, hospitality and special situations.