138-year-old legendary private association, the most longstanding, prominent social association in the U.S., global network, and publishing house. Became the fourth family stewards since 1886 after Forbes family holdings (Forbes Media) passed the mantle after forty years. Coordinate with SR Advisory Committee (srcommittee@thesocialregister.org) on nominations. Family office at 14 Wall Street, New York. Initiated well-received innovations, largely in the arts, including over 60 in-person events, 20 virtual events, reciprocal agreements with coveted list of premier private clubs in the U.S. and abroad. Recently described by Robb Report as "That most prestigious of American Institutions."Separately, Chair of Social Register Foundation, registered 501(c)3, dedicated to cataloguing and curating vast collection of completely unique, historical family archives dating back to 1887, facilitating addition of new family archives, and securing a townhouse/estate for this collection of over 3.6 million pages of information (outside estimate).

International nonprofit, support from US Dept. of State, USAID, United Nations. Locally approved and produced general interest, nonpolitical programming for mainstream TV and radio stations. 67 million people reached daily, 22 languages, 200 staff, 5,600 hours of content produced yearly. Initially joined to structure complicated hybrid model for EAI Nigerian television station. Chair of Affiliated Entities Committee and Audit Committee.

Largest distillers in Hawaiian Islands. Acting CEO 2010 - 2013. Restructured company. Growth from 300 to 135,000+ cases/year. Largest brand distillers on Hawaiian Islands. Selected as the only company to represent the State of Hawaii for the U.S. President's "Made In America" week, July 2017. Gold medals 2011-2024.

Advanced fiber optics, telecom firm. Partnered with Lennar Corp., largest US residential developer, on San Francisco's largest RE development in history, 13,500 condos and 5 million sq feet commercial/office/retail. Proprietary business and technology. Sold our 50% interest to Lennar Corp.

Major gifts and global education programs for boarding school students. Headmaster Dinner donor.

Advise Vietnamese institutions on education, growth, structure for the University, University prep programs, K-12 Schools, Boarding Schools (Dalat) and student placements with US universities. US Senator Kerry also on Board. Multi-national corporate donors campaign.

Conservative multi-alternatives 40 Act mutual funds for institutional investors.

Nominated one of four finalists jointly by Alpha Magazine and Institutional Investor as the 2009 "Emerging Manager of the Year Award" against 65 global competing candidates.

Principal Investments and Strategic Outcomes for significant technology and RE interests.

Long/short equity hedge fund in life sciences. Merged to become Cogo Wolf Asset Management.

Made co-investments with Chairman of Stillrock Ventures, Rockefeller family investments group.

DNA gene sequencing chips manufacturer, 115 employees, successful mfg and financing. Sold.

Executed world's largest biotech IPO for 1997. Built $1.3 Billion market value enterprise from $12 Million original valuation. 500 employees. One of the largest shareholders. Approached to be CEO. George Rathmann (Amgen founder) Chairman.

Principal investments and family acquisitions. Strategic and mergers across industries and countries.

Private Equity, LBO's, Mergers, Roll-ups, Restructurings for advanced technology and general companies.

Senior Banker in Life Sciences GroupConceived and structured first ever biotech convertible offering (Immunex, later sold for $15.9 B to Amgen). IPOs, secondaries, M&A, LBOs, private placements, roll-ups, int'l strategic ventures.Generalist Investment BankerRestructurings, M&A, private placements, IPOs, secondaries, bond offerings, consolidations.