Deep experience in due-diligence, strategy, board observer, business development, portfolio management and investment services to UHMW family offices in hi-tech, life-sciences ( particularly in biotechnology and medical products), services and devices. Generate actionable investment recommendations over the full investment lifecycle as an advisor to ultra-high-net-worth individuals and family offices (> $250mm investable assets). • Assessment and valuation of direct investments in life science/healthcare focused companies (70%), as well as in materials and technology ventures (30%)• Assist in pitching opportunities to other family offices to syndicate an investment round (65 investments to-date)• Lead direct investment initiatives for family offices in venture-stage firms (Seed through B Rounds): conduct thorough due diligence and financial modeling on rounds ranging from $300k to over $20mm+: increasing overall portfolio returns 30%+ through strategic assessments with exit in mind• Board observer for over 10 venture-stage firms: assess corporate and IP strategies, value proposition, go-to-market strategies and capital raise• Advise seed through late-stage (with valuations from $300k—$300 million) investment-stage firms on enhancements to business model, funding metrics and strategic direction for venture investmentPrimarily advise family offices, but may include PE and VC firms, private investors, science-based firms.

4-person cross-functional team for Climate Change Capital: an international PE firm with a $1 Billion fund for green and clean-tech investment; property, regulation and efficiency advisory division; carbon trading and infrastructure. Developed a robust model addressing private equity return hurdles while ensuring compliance with EU emissions mandates: projected annual earnings exceeding $4 billion for UK-based energy suppliers within the first year. Focused on generating the financial model and developing the strategy to incorporate advances in technology, regulatory environment, incentives and investment.

Innovative research on mammalian genetic and developmental systems: regulation and disease/lethality, pattern formation, protein transport and expression, epigenetics, cell-cell interactions and biomarkers in early development. • Led the overhaul of a Howard Hughes confocal imaging facility (valued at over $500K), increased usage 5-fold and reduced service interruptions 3-fold• Developed several new assays for RNA purification and quantification currently in use in molecular research into mammalian gene expression• Successfully led project-based collaborative research teams of undergraduates, graduate students and post-docs with an average annual materials budget of over $200K (US): purchasing, budgeting, work allocation, forecasting, direction, experimental design, mentoring• Mastered over 30 biotechnology research techniques and methodologies, ensuring the development of robust experimental designs optimizing decision-making processes within multi-site collaborative projects• Consistently received highest work evaluations over 10 years, and a reputation for accomplishing difficult projects that others could not