Introducing ARES, collective of consultants focused on helping you navigate the Capital Markets in every way.
Our approach
After a consultation to assess your needs, we will pull together a proposal focused on supporting your internal capabilities. From there we will assemble a team focused on arming you with the research and data you need to excel. Our team has decades of experience assisting CEOs, publicly traded companies and investors decode the Capital Markets.
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Investor Relations
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Product Management
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Equity Strategy
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Message Development (PR + Marketing)
Our priority is to arm you with the research, data, and execution strategy you need to transform your company. With ARES you’ll always be steps ahead.
Leadership
I am a financial expert with over two decades of immersion in the intricate world of capital markets. My journey in finance began as a teenager, fueled by a passion for the markets. Trading on TD Ameritrade via AOL dial-up, I developed an early understanding of the dynamics that drive market behavior. Over the years, I have managed multi-million dollar portfolios as a day trader, gaining a deep appreciation for the ebb and flow of numbers, trends, and market movements. I’ve had the privilege of shaping significant market movements during my time at global stalwarts like Thomas Reuters and Nasdaq.
Graduating from Boston University further cemented my foundation in finance. Holding the distinguished Chartered Market Technician (CMT) Certification, I pride myself on being part of an elite group skilled in market technical analysis. My expertise is not confined to textbooks but has been rigorously tested in real-world high-stakes situations, from countering activist investors to amplifying liquidity for clients and unmasking insider trading activities.
As a growth-focused Finance Professional and Consultant, I’ve delved deep into the world of FinTech, playing an instrumental role in creating flagship SaaS products tailored for top-tier institutions and investor relations. Whether in the agile corridors of startups or the structured hallways of large corporations, I’ve consistently led teams to innovate and break new ground.
My roles have spanned shareholder analysis, targeting, corporate access, ESG, and portfolio management. Through these roles, I have impacted over 300 companies, designing unique IR programs that have flourished regardless of the market’s temperament.
In a domain that prizes accuracy, foresight, and mastery over numbers, I stand committed to excellence, drawing inspiration from the financial visionaries who have shaped our era
