PFM Health Sciences

Joined PFM in 2007 and oversees trading operations. Previously worked at Barclays Global Investors as a Principal and Portfolio Manager focused on credit trading strategies, and at Standish Mellon Asset Management. He holds a B.S. in Economics-Finance from Bentley College and is a CFA charterholder.

Rejoined PFM in 2023 after serving as Senior Managing Director in regulatory compliance at IQ-EQ. Previously held compliance officer roles at F-Squared Investments and ACA Compliance Group, and had earlier served as Deputy Chief Compliance Officer at PFM from 2019-2020. He holds a B.S. in Business Administration and Economics from the University of Delaware and a J.D. from Suffolk University Law School.

Joined PFM in 2024 after working at Elliott Management where he covered global healthcare with a focus on pharmaceuticals. Previously spent three years as a Private Equity Senior Associate at GI Partners focused on healthcare information technology, and worked as an Investment Banking Analyst in healthcare at Credit Suisse. He holds a B.A. in Economics from Princeton University.

Joined PFM in 2007 and leads business development efforts. Previously worked at Merrill Lynch for a decade in U.S. Equity Sales and as a Private Wealth Advisor. He holds a degree in Marketing/Business Administration from the University of New Mexico and an MBA from UCLA's Anderson School of Management.

Joined PFM in 2014 and serves as Chief Financial Officer. Previously worked as a Tax Manager at Burr Pilger Mayer LLP in the Financial Services Group, and was co-founder and CFO of Cerbae LLC. He holds a B.A. in Economics from UCLA.

Joined PFM in 2025 after working at Freestone Grove Partners managing a diversified large cap healthcare portfolio. Previously spent a decade at Glenview Capital Management as Partner and Co-Head of Healthcare, overseeing both public and private investments in medtech, healthcare services, and life sciences. He holds a B.A. in both Economics and History from Duke University.

Joined PFM in 2012 with over two decades of healthcare sector experience. He previously held roles including Executive Director of Equity Research at UBS Investment Bank, Vice President of Equity Research at Smith Barney, and analyst positions at healthcare-focused firms Sivik Healthcare and Catapult Partners. He holds a B.A. in Economics from Delhi University and an MBA from the College of William and Mary.

Joined PFM in 2021 after working as a Senior Associate at New Enterprise Associates where he covered biotechnology investing across all stages, therapeutic areas, and modalities. Previously worked as an Investment Banking Analyst in healthcare M&A at Lazard. He holds a B.S. in Economics from the Wharton School and a B.A. in Biology from the University of Pennsylvania.