The people who direct the work.

David founded Blue Heron Research Partners in 2005 after spending 15 years as an award-winning financial journalist specializing in examining the quality and effectiveness of management teams. His articles on the deficiencies in traditional sell-side research led to the development of the thesis behind Blue Heron: that qualitative issues gathered in a systematic manner can be deployed in a predictive model that reduces investment risks and maximizes returns. For six years he was a senior writer at Fortune magazine, and before that he worked for USA Today, The Washington Post, and was a regular contributor to Time Magazine. David was also an associate producer at CNN Financial News and served as a correspondent on the PBS program Wall $treet Week. He has a BA in history from The American University and an MS in journalism from Columbia University.

Andrew joined Blue Heron in 2017. He spent the previous 11 years at First Advantage BackTrack Reports conducting due diligence research for hedge fund and private equity investors and managing a team of researchers. Andrew specializes in public records, databases, due diligence, fraud prevention and detection, and litigation research. He graduated from George Washington University in 2005 with a BA in philosophy, minors in political science and art history, and was a Presidential Scholar and four-year member of the university’s honors program. Andrew is licensed as a private investigator by the Oregon Department of Public Safety Standards and Training.

Scott joined Blue Heron in 2019 as Chief Compliance Officer. Prior to Blue Heron, Scott spent more than eight years as Director of Operations at Cross Shore Capital Management, a fund of funds where he ran internal operations, compliance, and due diligence. Previously, Scott worked as an analyst with Kinderhook Partners and Broadlawn Capital. Scott serves as a Director and Endowment Manager for the Emerald Bay Association, a California-based non-profit organization, and on the boards of directors for private companies. He also has public company board experience. Scott holds the Chartered Financial Analyst (CFA) designation and has a BA in political science from Tufts University.