Independent portfolio management
Disciplined research
Investment Management
Independent portfolio management
Disciplined research
Independent portfolio management
Disciplined research
Independent portfolio management
Disciplined research
Built from the Ground Up
Stag Rock is an independent investment management firm, created to deliver research-driven portfolio strategies free from outside influence. The firm was founded on the principle that clients should have a clear connection to the investment decision-making process.
By combining in-house research with direct client engagement, Stag Rock offers a structure that bridges the divide between institutional insight and individual access. Investment decisions are made internally, guided by a disciplined process rooted in fundamental analysis.
Investment Philosophy
Since 2018, Stag Rock has worked toward an investment process that is sound, flexible, and grounded in fundamentals. The goal is to build portfolios that preserve capital while remaining positioned for long-term upside. A consistent investment process provides a beacon to rely on when markets fluctuate, sometimes dramatically, and helps maintain discipline through uncertainty.
The foundation of this process is a bottom-up view of valuation that begins with understanding a company’s strategic narrative: where it is in its life cycle, what drives its performance, and how that story translates into financial outcomes.
Alongside this fundamental lens, Stag Rock incorporates market-based tools to identify relative value opportunities. By modeling valuations as a function of core business characteristics, the firm seeks to identify disconnects between price and intrinsic value.
Capital Preservation
The firm builds fixed income strategies using a range of instruments, including individual Treasuries, corporate bonds, and municipal securities. This approach provides transparency, control, and a clear view of portfolio drivers. The structure is designed to adapt as client needs, market conditions, and tax considerations evolve.
Investment Experience:
Moelis & Co., Investment Banking, New York City
Palladium, Portfolio Manager, Norfolk, VA
Education:
UNC Chapel Hill, Master of Accounting
W&M, MBA
USNA, BS Systems Engineering
Certifications:
Chartered Financial Analyst, CFA charterholder
Certified Public Accountant, CPA
Aviation Background:
FedEx, Boeing 777, Airline Pilot
L3Harris, Defense Contractor Pilot
US Navy, F/A-18 Instructor Pilot, Lieutenant Commander
TOPGUN graduate
1340 N. Great Neck Rd
STE 1272, PMB 143
Virginia Beach, VA 23454
+1.757.769.1919
Stag Rock LLC, is a registered investment adviser in the State of Virginia, Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
THIRD PARTY RESEARCH DISCLAIMER: Third party research is provided for information purposes only and has not been prepared by Stag Rock LLC. The information contained therein is based upon sources which we believe to be reliable, but no representation, express or implied, is made with respect to the accuracy, completeness or reliability of the information or opinions in the reports. Nothing therein shall be construed as an offer or a solicitation of an offer to buy, sell or otherwise engage in a transaction in the securities or strategy described in the report. The report is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and particular needs of any specific person. Past performance is not a guarantee of future results.
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