Founder And President
Current• Act as a fractional Chief Investment Officer, advising on asset allocation, portfolio construction, and risk management; aligned with client-specific goals.• Develop and implement bespoke investment strategies for Ultra-High Net Worth clients, integrating public and private markets to achieve long-term financial objectives.• Source, evaluate, and oversee private market investments, including private equity, venture capital, and real estate, ensuring thorough due diligence and structured decision-making.• Build and maintain relationships with fund managers, direct investment partners, and other stakeholders to provide clients access to institutional-grade opportunities.• Oversee portfolio performance, providing detailed reporting and analysis to clients, including risk assessments and strategic adjustments.• Manage the operational aspects of investment administration, including compliance and governance functions.
