Experience

• 14 years of investment industry experience
• Joined a predecessor organization in 2003
• Option Advantage Partners, LP - Research Analyst
• Thomas Weisel Partners, LLC - Research Associate, Financial Services and Digital Security Software Group
• Donaldson, Lufkin, and Jenrette Securities Corporation - Research Associate, Financial Institutions Group
• BA in Criminology and Law from Marquette University
• BS in Finance from Marquette University

• Key ESG Considerations for Sector:

Proactive & systematic approach to risk management & credit oversight; Rigorous use of internal and external audit functions; Qualified, independent, & stable Board; Transparency; Environmental and social effects of lending