Founder & Chief Investment Officer at Lighthouse Macro Macro strategist and portfolio manager with 10+ years bridging institutional research and capital allocation. I’ve managed multi-billion dollar portfolios at Bank of America Private Bank (2.35 Sortino ratio, 103% upside capture) and led data analytics at EquiLend, where I built the frameworks connecting labor flows, Fed plumbing, and credit conditions that most markets react to months too late. I’m a CFA and CMT who believes the best macro analysis is simple macro analysis. My firm, Lighthouse Macro, serves hedge funds, allocators, and central banks with proprietary intelligence on positioning and regime shifts. We track what moves first—labor market flows, liquidity dynamics, credit spreads—then watch the consensus catch up. I write publicly about the frameworks that actually work: the 12 Pillars that synthesize everything from labor markets to liquidity levels into a single diagnostic. The kind of analysis that lets you see downside before the headlines do. Former Division 1 athlete. ADHD as a feature, not a bug; it’s why I never get stuck in one analytical lane. Strong views, weakly held.