1906 Group invests and builds with a long-term view, and the operating companies in its portfolio have deep roots in the Washington, DC metropolitan area. The company’s name derives from the year Hyman Construction Company (now Clark Construction) was founded over 100 years ago. Today, 1906 Group is among the top 5 largest privately-held companies in the Washington, DC Metro area. Its portfolio consists primarily of real estate; operating businesses in construction, design and engineering; and financial investments.

Spain Lane Capital provides independent advice to help family offices and institutions make better decisions in pursuit of their financial goals. Areas of focus range from high level strategic thinking related to governance, asset allocation, and portfolio construction; down to micro level diligence on direct investments, deal structuring and manager selection.

Senior member of the firm's private equity team, responsible for sourcing and execution of over $1 billion in annual commitments across private equity, venture capital, real estate, infrastructure, private credit and other illiquid strategies; deployed across proprietary investment funds and customized client solutions.Brown Advisory is an independent investment firm serving families, foundations, endowments and institutional clients with assets in excess of $150 billion. Joined Brown Advisory through their 2018 acquisition of Signature Family Wealth Advisors.

Led all aspects of the firm's illiquid investment strategy, covering private equity, venture capital, real estate, private debt, natural resources, and infrastructure. Responsibilities included setting the overall strategic direction, sourcing, diligence, execution and the management of internal discretionary funds.Served on the asset allocation committee, responsible for setting firm wide portfolio guidelines and managing risk. Worked directly with clients to customize the firm's best thinking to fit their specific goals and objectives.Signature was an independently owned multi-family office. The firm served as CIO & CFO to a select group of ultra-high net worth families and institutions. Signature oversaw approximately $5 billion in AUM in 2018 when it was acquired by Brown Advisory.

Member of the large cap research team responsible for covering the global technology sector to support the firm's large cap core and large cap value portfolios, approximately $25 billion in strategy AUM.Researched and analyzed public equity investments in US and international markets. The investment approach was driven by fundamental research with emphasis on profitability, competitive position and valuation, generally over a 3-5+ year investment horizon.

Participated in the firm's Professional Development Program designed to provide a broad understanding of the financial services industry and develop future leaders focused on enterprise wide success. The program combined a centralized leadership development curriculum with on the job training and repeated exposure to senior level officers. Contributed to multiple divisions, including asset management, product development and marketing.