Leadership | Strategy | Finance | Technology
I see technology, finance, and management as powerful tools for improving how businesses operate. When used together thoughtfully, they can meaningfully increase productivity, strengthen decision-making, and create long-term value.
Throughout my career, I have focused on applying these disciplines in practical ways. At Salem Steel, a mid-market industrial distributor, we increased profitability and enterprise value multiple-fold within two years through a combination of operational discipline and technology-driven improvements. Earlier, at UBS Investment Bank, I led coverage of the technology and business services sectors within the leveraged finance group, contributing to significant growth in revenue and deal activity.
Through Orca Advisory, I am focused on acquiring and operating a business with strong fundamentals and opportunities for growth through operational improvement and technology.
I am particularly interested in companies where thoughtful use of data, automation, and AI can enhance decision-making, efficiency, and long-term value creation.
In parallel, I continue to explore the development of practical technology solutions, including software products that address real-world business problems.
I am also active in the local community as President of Montgomery Emergency Medical Services, a volunteer ambulance organization responding to over 1,600 emergency calls annually.
In addition to leading the organization, I remain active as an EMT, responding to calls and maintaining regular overnight shifts.
Outside of work, I enjoy endurance sports such as triathlons and activities like SCUBA diving, both of which reinforce discipline, resilience, and continuous improvement.
