Founded Western Standard in 2008 after working in investment banking, private equity, and asset management. Previously, he was employed at the Blackstone Group, J.P. Morgan Partners, JCK Partners, and Ivory Investment Management. Eric graduated from Dartmouth College with a B.A. in History and Economics and is a CFA charterholder.
Joined Western Standard in 2013 after an internship. Much of his analysis is focused on non-U.S. securities. He previously interned at the Orange County Treasurer’s Office in the fixed income department. Forest graduated from California State University, Long Beach with a B.S. in Finance and is a CFA charterholder.
Joined Western Standard in 2010 and is responsible for overseeing Western Standard’s investment research process. Prior to joining Western Standard, Robert was at Ivory Investment Management and began his career as an auditor at Deloitte & Touché. Robert graduated from the University of Arizona with a B.S. in Accounting and Finance and from the University of Notre Dame with a M.S. in Accountancy. Robert is a Certified Public Accountant and a CFA charterholder.
Joined Western Standard in 2014. Much of his analysis is focused on healthcare companies. Prior to joining Western Standard, Teddy was an investment banking analyst at Wedbush Securities and a finance associate at Wells Fargo. Teddy graduated from University of California, Berkeley with a B.S. in Business Administration.
Joined Western Standard in 2009 after a year-long internship. Much of his analysis is focused on financial companies. Jason previously worked in healthcare at an outpatient rehabilitation facility. Jason studied Psychology at the University of California, San Diego.
Joined Western Standard in 2012. She allows the investment team to smoothly operate by managing all aspects of office organization and handling many operational responsibilities. Previously she worked as the office manager of a home nursing agency. Korie graduated from St. Bridget’s College with a B.S. in Accounting and was a Certified Public Accountant.
