- About Us
Bob brings over 25 years of industry experience, including over 10 years of financial services specialist training. In the industry, he served as the Managing Partner of STORM Capital Management; a market neutral equity derivative hedge fund. He served as Managing Director of Credit Lyonnais Securities (USA). He was a Managing Director and Head of North American Corporate Finance for Credit Lyonnais (now Calyon). Joining Credit Lyonnais in 1995, he held several positions including Managing Director and head of the New York based Corporate Finance team. Prior to joining Credit Lyonnais, Bob served as a Vice President at Credit Research and Trading (CRT Capital Group) where he managed a portfolio of distressed debt. He has also worked as a Second Vice President at The Chase Manhattan Bank serving middle market companies in New York City. He is a member of the Association of Investment Management and Research, New York Society of Securities Analysts and the Independent Petroleum Association of America.
Bob is a CFA Charter holder, volunteers teaching financial literacy to inner-city high school students. He holds a B.S. in Finance from the A.B. Freeman School of Business at Tulane University.
For the last few years Bob has been responsible for the design, development and delivery of specialist training programmes for the financial markets sectors. Prior to joining Alpha, Bob served as the head of faculty and curriculum management for Asset Management and Capital Markets at various training organisations in New York. Bob has also played a pivotal role in designing strategic business solutions for both the buy side (Asset Management) and sell side (Capital Markets) sectors. His areas of specialism include Credit and Equity derivatives, Corporate Finance including capital structure and capital raising, alternative asset management. As well as: Distressed debt and deep value investing, derivative overlay and portfolio manipulation strategies, low DV01 income strategy design, extensive experience across the Americas, Europe and working in Gulf Cooperation Council (“GCC”) countries.