Set the business strategy for QSV, an employee-owned specialist in small and mid-cap equities, in collaboration with the firm’s founders.

Independent Trustee of Advisors Series Trust, a mutual fund multiple series trust sponsored by U.S. Bancorp Fund Services, LLC. Advisors Series Trust allows advisers to capitalize on the strength of their investment strategies and stay focused on raising and managing assets.

Enabling founder success from innovation to scale.

MergeLane is a mentor-driven startup accelerator focused on discovering, accelerating and investing in exceptional women and the companies they run.

TIFIN creates and operates companies that apply data science, AI, and technology to address frictions in wealth and asset management.

Led the go-to-market strategies for Jensen Investment Management, a manager of high conviction public equity strategies.

Leadership of the broker-dealer providing distribution for all registered mutual funds advised by Berger Financial Group, LLC.

Built and led the institutional and intermediary sales, marketing and client service teams that distributed the growth equity products managed by Berger Financial Group and its investment boutiques, value equity managers Bay Isle Financial and Perkins Investment Management, and quantitative manager Enhanced Investment Technologies (INTECH). Berger was merged into Janus Capital Group (JHG).