Long term fundamentals and risk management analyst in commodities and renewable energy technologies. Admirer of investment greats such as Graham, Buffett, Munger, Ackman, and Marks. In the process of obtaining a CFA while managing my own portfolio aiming to become a portfolio manager in the VC to MM stages with a focus on technology and sustainable and resilient energy.
I’m a full-time researcher leading a group at NREL who focuses on hydrogen techno-economic analysis and behind-the-meter generation and storage solutions. My research interests include finding ways to develop sustainable, affordable, and resilient energy strategies and infrastructure. In my view the worlds of quantum mechanics and electromagnetism are fascinating and technology breakthroughs in these area could unlock new energy solutions.
I hold a B.S. in Electrical Engineering and M.S. in Mineral Economics from the Colorado School of Mines. Outside of investing I enjoy philosophy, science fiction, physics, fly fishing, and skiing.
Quantum Yields 