Proven global investment professional with 30-year track record of superior returns in both bull and bear markets. Extensive and deep network of relationships in public and private investment industries. Reputation for keen intellect, learning agility, building trusted relationships, and exceptional communication skills. A creative problem solver with the ability to operate at both strategic and tactical levels. Harvard JD/MBA (Baker Scholar—top 5%); Princeton AB, economics.Prospero Spirit Funds is leading the charge into a new and exciting investment opportunity centered around one of the most resilient, consistently appreciating asset classes available—WHISKEY! Prospero Capital Management has identified this exceptional opportunity that offers investors unique benefits, including diversification, recession resilience, and low correlation to traditional asset classes.Whiskey’s return potential coupled with portfolio diversification benefits are rare characteristics in an exciting asset class ripe for disruption. I invite you to take a deeper look into the world of whiskey—an experience that blends history, craftsmanship, and wealth-building potential…from the Barrel to the Bottom Line!Prior to launching the Prospero Spirit Funds, I was recruited by the founder of Arctaris Impact to build the largest fund series in the firm’s history. Led the launch of the $500+mm Opportunity Zone private equity fund platform; served on the Investment Committee; connected with 1,000+ prospective investors, including family offices, HNWI, significant RIA groups, foundations, and federal/state agencies. Prior to Arctaris Impact Investors, I served as CEO and Executive Director of Imerman Angels, the world's largest psycho-social support network for cancer fighters, survivors, and caregivers. I am also a 3-time cancer survivor and remain active in local and national cancer organizations.Prior to this defined 2-year turnaround project, I successfully built and managed Prospero Capital for more than 20 years. Prospero Capital’s unique fund structure was the subject of a popular Harvard Business School case study. While I developed Prospero Capital, I also served as a partner at Omega Advisors (Leon Cooperman) in NYC and Orbis Investment in London/Bermuda. In each of these positions, I interfaced with investors, grew AUM, and produced strong investment returns.In conjunction with my professional activities, I have been actively involved in philanthropy nationally, serving in various board capacities, particularly in cancer, entrepreneurship, and animal welfare.
Listed skills include Hedge Funds, Investments, Asset Management, Equities, and 31 others.
