Amera Securities specializes in advising medium-sized companies, both public and private. Amera also provides M&A, restructuring, and divestiture advice to diversified privately held and family businesses.Amera's Investment Banking team has core expertise in Mining & Materials, Agriculture, Energy, and Healthcare & Biomedical.

CMG Capital Management Group provides access to and manages absolute return investment strategies, private equity, real estate, venture capital, and private credit to institutional investors, family offices, and private clients.Responsible for manager selection, due diligence, and construction of CMG's alternative asset platform. Responsibilities included developing and managing UHNW and family office clients..

D2 Capital LLC is a boutique investment consulting firm retained by a West Coast family to source, analyze, and monitor private investment funds and consult on the family's direct investments.

Founded in 2005, CRH was as a merchant commodities trading firm focused on exporting Brazilian sugar and soy products worldwide. CRH invested in both the production and distribution of its products. CRH also coordinated supply chain logistics of behalf of its clients. - Established and financed the firm’s operations - Acquired Delco Foods in Pretoria South Africa to control downstream distribution - Developed and managed client relationships on three continents

Beacon's subsidiaries managed two hedge funds a $395mm statistical arbitrage fund and a $67mm volatility arbitrage fund for institutional investors. The firm also managed a $38mm fund of funds for private clients. A separate unit created and distributed absolute return strategies for RIAs and independent broker-dealers. As CEO, responsibilities included firm creation, strategic direction, product identification and development, selection and development of senior team members, business development, and client relations. Recruited and developed a sales team.Aetna Life, Deutsche Bank, Cargill, Koch Industries, Bank of America, Tewksbury Capital Partners, Bank Julius Baer, Fortis, Royal Bank of Canada, CIBC, European private banks, funds of hedge funds, family offices, and private clients.

Co-Founded Margate Management, a diversified holding company focused on alternative asset management. Margate acquired Beacon Rock Capital in 2001 and also brought together other successful asset managers from different disciplines to form a multi-asset class investment company. Assets under advisory exceeded $2.5B; strategies included hedged equity, mortgage arbitrage, real estate, physical commodity trading, and private equity assets.

Chinook Capital is a traditional investment advisory firm that managed traditional equity, balanced and fixed-income portfolios for HNW clients. As principal shareholder managed and grew the firm from $30 million to over $400 million in 5 years. Recruited and developed a sales and financial planning team. Sold stake to existing partners.