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10 South Wacker Drive Suite 3100, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-26 |
| NY | RA | APPROVED | 2025-11-25 |
Branch Locations
10 South Wacker Drive Suite 3100, Chicago, IL 60606 • United States
101 Park Avenue Suite 3100, New York, NY 10178 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princeton Value Partners | Princeton | NJ | 01/2023 | 10/2025 |
| Brown Brothers Harriman | New York | NY | 07/2008 | 08/2020 |
| Self Employed | Rye | NY | 08/2020 | 10/2021 |
| Tsq Advisors | New York | NY | 10/2021 | 01/2023 |
| Ci Segall Bryant And Hamill | New York | NY | 10/2025 | Present |
Name of the other business: Columbia Business School Whether the business is investment-related: No Address of the other business: 614 West 131st St Nature of the other business: Part-time professor Your position, title, or relationship with the other business: Assistant Adjunct Professor Start date of your relationship: 1/2020 Approximate number of hours/month you devote to the other business: 20 hours/month during teaching (which 3 months out of the year) Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Teach Value Investing to masters students.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-14 |
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