Co-Founded the only MBE Certified Reinsurance company in the U.S. focused on partnering with carriers to bring accessible insurance products to the un/underinsured markets while giving back through philanthropic initiatives.

DS9 Capital is a founder friendly portfolio management holding company focused on building enduring,sustainable and scalable businesses in insurance and healthcare technology. DS9 specializes on frontier technologies and service offerings that leverage cloud based infrastructure, and we apply out domain expertise to seed and nano cap businesses to expand value creation for all stakeholders.

Simms Family Office and holding company for family investment interests in technology and real estate

Senior Leader of a team of wealth management specialists solving problems for the wealthiest families in the US.

Recruited to build a new business/marketing function within a startup wealth management business. One of the original members and sole new business producer in small advisory group designed to manage assets for wealthy families.• Developed marketing plan for the group that focused on single family offices, endowments and foundations in the Northeast and Southern California as targets for an outsourced Chief Investment Officer services; individuals with multiple financial providers in need of consolidated advice; and executives benefiting from the sale of Lazard client companies.• Created partnerships with industry affinity groups allowing us to advertise our intellectual property in small group settings of ultra high net worth families.• Leveraged substantial personal network to create a pipeline of opportunities in excess of $2B.

Point Capital Partners, LLC is a private capital asset management and merchant banking firm focused on the alternative investment marketplace. The Firm makes principal investments in the following areas: traditional oil/gas; food and water; real estate development; financial services (traditional banking as well as hedge fund alternatives); alternative energy; distressed real estate; national security technologies; media technologies.

Partnered with two highly successful former professional athletes to become the “go to” business representative in establishing a business/investment office, raising capital and overseeing investment / venturing initiatives including urban real estate redevelopment and sports franchise ownership. Additionally, expanded ties to Wall Street by forging relationships with fund sponsors and corporate investors in private equity/debt and project financing.• Built out the corporate architecture and business operating/marketing platform using novel contracted services and revenue sharing agreements to minimize start-up costs while gaining access to a variety of resources.• Established a private equity fund vehicle to channel investor participation into an adaptive re-use real estate development strategy with enticing tax benefits and insulation from industry downturn.• Leveraged vast personal and professional network to develop and maintain 40+ investment sponsor network, solicit upwards of $90M in capital and deliver deal flow valued close to $2B.

Recruited to join a rapid growth private investment management practice to lend expertise in cultivating new business relationships, marketing diversified investment products and growing assets under management. Built and led a 3-member team, and marketed a portfolio of private banking, trust services, alternative asset, and money management services to wealthy individuals, family offices and small to mid-size institutions.• Played a key role in driving three-fold increase in assets and revenue over a period of three years bybringing new business to the firm and developing firm-wide relationships to better cross-sell services.• Leveraged the firm’s public market track record to source private equity fund and alternative investment business, which grew to represent approximately 30% of total assets under management.• Traversed volatility of the market, economic influences, downturn in asset values and investor anxiety to sustain a strong record of fee income and asset growth throughout tenure.• Capitalized on strategic ties to The Darden School and leveraged personal network to recruit talent, which along with internal institutional efforts, resulted in group expansion by nearly 20 investment professionals.

Business Development & Investment/Funding Strategies• Drove $1.6B growth in assets under management, a 2.7X increase, while “trimming” an inherited account base by 50%+ from 113 to 52 family office, business owner/entrepreneur and corporate executive clients.• More than tripled fee income to $7M annual run rate by taking full advantage of JP Morgan’s banking and brokerage prowess, and Chase’s breadth of deposit/credit services of following the 2000 merger of the firms.• Addressed client’s complex investment needs by creating and offering derivative strategies that expressed client views in specialty investment scenarios.• Applied investment banking risk/valuation philosophies to develop funding solutions enabling clients to execute large-dollar business and property acquisitions / investments.• Capitalized on heightened client interest in private equity funds to solicit referrals to fund sponsor clients.Client Relationship Management & Service Delivery• Established mutually beneficial connections, referrals and business opportunities across the firm’s investment banking, private equity and commercial banking groups through personal network and professional reputation.• Forged trust and credibility among the firm’s largest, most prominent real estate private banking clients, and leveraged business development and relationship skills to attract 35+ additional preeminent clients to the firm.• Appointed one of five private bankers overseeing the New York Private Business Owners segment comprised of ~$13B under management and relationships with upwards of 300 entrepreneurs and business owners.• Generated 40%+ of the Private Business Owners team’s gross revenue by providing investment management services to a broad range of the team’s clients.• Oversaw co-mingled institutional and private bank money management activities on behalf of managing directors and corporate executives restricted by the SEC from making direct public market investments.

After completing a successful summer program as the 1st Darden intern within JP Morgan’s institutional equity group, recruited to join Morgan Stanley’s private wealth management group. Traversed dramatic business and market evolutions throughout tenure, including rapid growth/expansion of associates, product offerings and market presence, as well as dramatic corporate culture change subsequent to the 1998 Dean Witter acquisition.• Built and sustained a book of business representing approximately $1M annualized revenue by offering clients unparalleled attention and service in addition to differentiated institutional, public market and specialty products.• Ranked #3 in class and generated $750K in revenue during rookie year by leveraging network to “open the door” to relationships with family/multi-family offices, small/mid-size institutions and foundations/endowments.• Realigned and expanded investment clients’ participation in alternative investments (hedge funds, private equity funds, funds of funds) to meet their unique investment hurdles/horizons.