HartBeat Ventures was conceived to invest, partner, and collaborate with companies in the consumer products, media, technology, health, wellness and lifestyle industries that align with managing partner and founder Kevin Hart.

• Sourced, evaluated and monitored Private Funds, Traditional and Alternative Mutual Funds, ETFs and SMAs.• Recommended and approved managers to Union Bank's Private Wealth Management platform.• Conducted quarterly updates to all Portfolio Managers within the Private Wealth Management division.

•Sourced, evaluated and monitored Private Funds and Alternative Mutual Funds.•Chaired the 10-person Alternatives Research Team, which meets weekly to discuss all managers.•Conducted quarterly updates to Wilshire’s consultants and end clients, including endowments, foundations, public pensions, fund of funds and family offices.•Wrote monthly/quarterly market commentary for Wilshire’s liquid alternatives mutual funds and indices.•Trained and managed junior analysts and created a training program for future hires.•Voting Member of the Risk Committee and Alternatives Oversight Committee.

Shinnecock Partners is an alternative investment management firm founded in 1988, specializing in portfolios of third-party CTA managers. • Provided support to the principals in the areas of money manager analysis, selection and monitoring, and investor relations.• Analyzed Hedge fund managers on a qualitative and quantitative basis. • Performed extensive due diligence on managers, their strategy and the firm.• Developed and implemented statistical models which analyzed a fund’s incorporation into the current portfolio.

Global financial services firm and a market leader in securities, asset management and credit services.• Managed assets for both corporations and high net worth individuals.• Part of a team alongside two senior financial advisors managing over $400 million of assets. • Formed a non-profit organization, 501(c)(3), for the education of under privileged children in Los Angeles and other urban cities throughout the United States.• Designed asset allocation models for a celebrity formed non-profit organization with Chief Financial Strategist, David Darst.• Series 7, Series 6, Series 66