Trimtab is an unapologetically impact-first fund of funds, investing across asset classes and sectors in search of the highest risk-adjusted impact. Trimtab is an independent entity incubated by The ImPact and Blue Haven Initiative, sponsored by a coalition of family offices, and with design funding from The John D. and Catherine T. MacArthur Foundation.By combining rigorous investment discipline, an uncompromising commitment to impact, and the flexibility to operate outside of traditional risk-return paradigms, Trimtab is building an intermediary designed to prioritize its partners, not itself.

Deploying catalytic capital for inclusive growth, racial equity, and sustainability. Developed and emerging markets.VP and Co-Head of Impact Finance Debt, with focus on non-CDFI lending. (The CDFI program has been a significant part of JPM's Impact Finance strategy and I was brought on to help expand the group's scope with regards to sector, region, and structure. My scope included a wide range of credit structures and alternatives, with a focus on funds.)

Co-manage Zero Gap Fund, a multi-asset class strategy to launch innovative financial products and mechanisms that can catalyze large-scale commercial investment into Sustainable Development Goals (UN's SDGs). Advise Rockefeller's program teams in developing and executing high impact investment strategies.

Advised Fortune 1000 companies on top strategic priorities, managing teams of 2-3 consultants. Projects included value chain integration, product portfolio optimization, M&A advisory, economic value-based corporate strategy across manufacturing, chemicals, and financial services.

Global thematic investment research with a focus on ESG-relevant topics.SELECTED PROJECTS• Author: -- "Fiduciaries"​ For All: A welcome regulatory change -- Food Safety Today: Drivers, financial implications, and its rapid rise in importance to corporations and investors • Lead Researcher/Presenter: -- Derivatives & Passive ESG Investing: Thoughts on an underdeveloped asset class -- Cornerstone Capital Group Research: Mapping out the process. An internal report on Cornerstone's research process efficiency• Contributing Researcher/Author: -- YieldCos: Risks & opportunities. Examining corporate governance failure in Sun Edison's YieldCos, and applying a framework to analyze other YieldCo structures -- Executive Compensation: Assessing appropriate corporate incentivization -- Dissecting the "Sharing Economy:"​ Business model opportunities & risks

Strategy consulting to not-for-profits; Earned income specialist; Social venture incubator.

Covered 40-50 non-investment grade, senior-secured corporate loans and bonds valued at $2-3 billion. Performed company and market research, monitored changes in credit, presented trading recommendations daily. Negotiated deal structures with agent banks and deal sponsors. Managed workouts and restructurings, sitting on 1st and 2nd lien steering committees.

Evaluated 100+ loans using quantitative and qualitative research methods, resulting in >$1 billion primary market purchases. Generated 30+ secondary market opportunities, resulting in purchases of >$500 million.