Equity Portfolio Manager and Cryptocurrency Analyst at Morgan Stanley

I am the manager for the MAPS All Cap Growth (ACG) equity SMA portfolio at Morgan Stanley. I also write educational cryptocurrency material for Morgan Stanley WM. ACG is a ~30-40 stock portfolio of U.S. stocks benchmarked to the Russell 1000 Growth index with $7 billion in Aum. I generally favor companies with network effects, economies of scale, leading market share, and recurring revenue and value them using garp methods. We are often contrarian and have a slight negative momentum bias. My cryptocurrency research includes: Cryptocurrency as a New Asset Class in a Diversified Portfolio,(Mar 21) Investing in Cryptocurrency (Apr 21), Cryptocurrency 201: What is Ethereum? (Jan 22), Cryptocurrency Cycles(Mar 22), The Four Seasons of Cryptocurrency (July 2023), Bitcoin A Framework for Long Term Return Assumptions (Feb 2024), How should Cryptocurrency Investors Evaluate Performance (May 24), To Eth or Not To Eth (Aug 24), Fall is the Season for Harvest (Dec 24), Are you underweight bitcoin (Feb 2025), Does Btc belong in global currency reserves (may 2025), Stablecoins the disrupters, disrupted and fortunate beneficiaries (July 2025), and DATs Four Useful Analogies (Aug 2025). I educate advisors on all aspects of crypto including how it works, key innovations, the risks, valuation frameworks, use cases, cycles and mining process, correlations, how to estimate long term returns, position sizing. In 2023 I wrote several AlphaCurrents papers on investing in Ai including AI Building Blocks, and Building an AI Army. Previously I spent 10 years as a sell side analyst and a couple years in a hybrid buy side-sell side role at Gabelli & Company. As a sell side analyst, most of my career was spent covering business services but I had short stints in several industries (Telecom, Financials, Cruise lines, Autos, Materials, Railroads). My business services coverage included credit rating agencies and equity indexers, for profit education, data analytics companies, fintech, staffing, consumer services, and satellites. At Morgan Stanley I participated in more than 10 IPOs as an equity research analyst During my time at Columbia Business School, I focused on value investing Additionally, I have personal experience with fundamental commodity investing in sugar, cotton, corn, silver, coffee and rice futures. Specialties: Fundamental analysis, accounting, financial modeling, commodities, infrastructure companies, auto companies, education, staffing, data and analytics, market data, cryptocurrencies.