I'm Mario, a Bahamian analyst based in Tampa, building a career in equity research and valuation around one habit: doing the work most desks won't.
I grew up in Nassau, Bahamas, and came to Tampa to play college soccer and study economics. A bachelor's in economics at the University of Tampa turned into a master's in financial mathematics at the Sykes College of Business once I realized the questions I cared about most were about how businesses actually create value, and what that value is worth.
Markets pulled me in because they reward exactly the thing I enjoy: patient, independent work that most people skip.
My first real exposure to markets came at Accurate Wealth Management, where I started as an investments co-op and was kept on as a Trading & Structured Products Analyst. I sat on a small desk running an equity-linked structured-note book, sourcing the equities that backed client allocations and building the operating models, including DCFs on U.S. large-caps, that underwrote them.
This past summer I went home to do something harder: stand up an equity research function from scratch. As the sole equity researcher for a Bahamian investment firm with over $1 billion in AUM, I built bottom-up valuation models on listed Bahamian companies across five sectors, reporting directly to the VP of Investments and the COO. It taught me how to form and defend a view with no one above me to check the work first.
My research lives in the U.S. and Canadian small- and micro-cap universe: companies too small for most desks to bother with, which is exactly why they're worth the effort. I screen broadly, read primary filings closely, and build bottom-up DCF models to estimate what a business is really worth, then weigh that against where it trades.
I'm currently a CFA Level I candidate, working through the curriculum alongside my own research and university.
Away from the screen I'm usually playing soccer, on the golf course, training Muay Thai or pickleball, lifting, or cooking. Long term, I want to bring genuine analytical rigor to markets that have gone without it, including back home in the Bahamas.