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Research oriented solutions for Data Science and Machine Learning business needs.
About Us
James has 14 years of senior executive management experience at a publicly-traded bank and 12 years of experience in the capital markets. James served as the director of investor relations and external communications at Zions Bancorporation; he served as a vocal member of several committees and councils including asset-liability management, capital management, allowance for credit loss, problem loan review, customer restitution, and social media. Before Zions, he was a senior equity analyst with FBR Capital Markets covering the banking industry, where he covered over 100 banks, called the downturn in the U.S. housing market in November 2007 as part of the ”California Dreamin’” monthly publication that he founded, and ranked best thrift/mortgage finance earnings estimator (2005-2008). His recommendations (5-year track record) outperformed industry benchmarks by 530 bps (median). Prior to FBR, he worked at SNL Financial and Fidelity Investments.
Dan has 20+ years as a CFO and professional investor (public and private equities) across a variety of sectors, particularly financials. Prior to DCM, Dan served as the CFO & Head of Corporate Development for Sizzle Acquisition (NASDAQ; SZZL), which merged with Europe’s first licensed lithium mine to create Critical Metals (NASDAQ: CRML). Before Sizzle, he served as CFO of a human capital business and a PE-backed fintech company, where he raised capital, institutionalized the finance functions, and improved profitability. Before these operating roles, he was on the investment team at NextGen Venture Partners, an early-stage VC firm, where he led Seed and Series A investments in technology startups. Prior to NextGen, Dan was a Senior Equity Analyst at Profit Investment Management, a $2.4 billion AUM institutional asset manager where he led investments in financial, financial technology, and industrial stocks. He began his finance career in the insurance equity research group at FBR Capital Markets, where he covered 40+ U.S. and international insurance stocks. Dan received his B.A. from the University of Virginia.
Bob has a 25+ year career spanning investment banking and private equity as well as senior executive roles at several high growth private equity-backed financial services companies. During his investment banking career, he had a successful track record advising management teams and boards of directors across a broad range of public and private capital markets transactions and M&A. He was a senior banker in Goldman Sachs’ financial institutions group, advising on some of the most prominent transactions in the sector including Countrywide’s sale to Bank of America. Mr. Brown was also a Senior Managing Director at FBR Capital Markets where he served as head of U.S. depositories and advised financial institutions during the Financial Crisis. Prior to that, he was a Vice President at Lehman Brothers in the financial institutions group. Mr. Brown also held senior executive roles at several private equity backed financial services companies. He served as CFO at a small business fintech lender and served as Executive Vice President at an Andreessen Horowitz-backed company that built a marketplace for secured real estate debt where he co-led the company’s Series C capital raise. Mr. Brown received an MBA from the University of Chicago Booth School of Business and a B.S. from the University of Southern California.
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A core belief is that the intrinsic value of an underlying business does not vary as widely as short-term stock price swings, creating opportunity for active managers.
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