Registered Investment Advisor focused on advising UHNW clients. In addition, for every $50mm in AUM we have under management, we help 5 veterans or widows of veterans or veteran families that are in financial duress develop a plan to financial solvency/independence. We do not charge a fee for helping the veterans that are in distress.

Entelligent has developed a highly sophisticated Smart Climate™ algorithm that uniquely leverages predictive analytics to integrate climate change risk, energy economics, and financial analysis to optimize portfolios and indices. Our clients benefit from a dynamic, forward looking model and a strategy that preserves portfolio diversification.

Investment Advisor for UHNW family.

- Hired to build out the Los Angeles office of Barclays which had revenue of $1.4mm in 2010- Grew the business through recruiting, mentoring and sourcing relationships to an annualized run rate of $25MM by March of 2013. Hired over $40MM in t-12 in less than 24 months for Los Angeles.- March of 2013 asked to take over all of California (Beverly Hills, Century City, San Francisco)- June of 2013 asked to co-head the business being responsible for Chicago, Dallas, Houston, Century City, Beverly Hills and San Francisco – implemented a number of initiatives specific to the region.- Worked with co-heads to develop strategy, drive recruiting, execute major shifts in the operation of the business and deliver results.- Close interaction with advisors attending numerous meetings with clients and prospects

In charge of alternatives distribution and product development for Neuberger Berman. I was also the co-head of the placement business and was responsible for sourcing GP opportunities and presenting them to LP's and consultants. Developed, cultivated and maintained relationships with Instituitonal clients from SAMA to Ontario Teachers to Swiss Life. I was the leader of the group and senior sales person for private equity, hedge funds, hedge fund of funds and other long only products of the firm.

Global Co-Head of Alternatives Distribution and Product Development. Co-Head of placement group. Raised money for Hedge Funds, Private Equity, Long Only Equity and Fixed Income. Ran global sales force raising billions of dollars in AUM over the short time I was at Lehman.

Desert Shield, Desert Storm, Student Naval Aviator, Surface Warfare Officer, Legal Officer, Engineering Officer