Investment Strategies · Strategic Asset Allocation · Manager Selection · Governance · Planning · Fiduciary · Strategic Partnerships · Business Development · Cross-team Collaboration · Alternative Investments

10 || 2 Capital Partners, LLC selectively advises high-growth companies and venture capital funds.Primary sectors include:* Life Sciences, * Digital Health, * Medical Devices, * Robotics and Automation,* AI Key Strengths:* Go-to-market strategy, * Capital raising, * Deal sourcing, * Due diligence, * Investments, * Partnerships,* Marketing and Investor Presentations Also highly effective at:* Cross-functional team collaboration, * Negotiating agreements, * IR and communications, analysis,* Influencing internal and external stakeholders, investment committees, boards, legal, and tax advisors. My SMART Capital™ investor base includes:* Single-family offices, * Venture capital funds, * Endowments and Foundations, * Corporations, * Sovereign wealth funds, * Outsourced chief investment officer (OCIO) firms within North America, Europe, and the APAC region.

As a Biotech Fellow at No Patient Left Behind, founded by RA Capital's Peter Kolchinsky, I am collaborating with industry leaders and experts to address critical challenges in biotechnology, striving to make a meaningful impact on patient care, health policy, and healthcare innovation. #Biotech #HealthcareInnovation #PatientAdvocacy #LifeSciences #HealthcarePolicy#Pharmaceuticals #ClinicalResearch #DrugDevelopment #OutOfPocketCosts #PriceControls

Results-driven, Senior Advisor holding FINRA Series 7 and 66 licenses guiding individuals and families with balance sheet levels requiring bespoke investment management, planning, and charitable / legacy solutions. Additionally, I focused on sourcing and partnering with foundation, endowment and other long-term institutional investors seeking global multi-asset portfolios, including outsourced chief investment officer (OCIO) services.

Entrepreneurial, investment professional responsible for sourcing, developing, and closing institutional investment consulting clients nationwide comprised of private and public pension plans, endowments, foundations, insurance companies, and OPEB trusts. ✥ Self-generated over $60 billion in plan sponsor assets yielding over $3 million in annual retainer fees.✥ Self-generated over $1 million in one-time project fees.✥ Sourced and closed first and largest risk management investment consulting client within division (2007).✥ Increased division client base each year.✥ Accelerated interest in the Wilshire Compass investment technology product by over 200%.Speaking Engagements: Investment Management Institute (IMI), Greenwich, CT.• IMI 27th Consultants Congress, “Building Value at the First Meeting”, San Francisco, CA, 2011• IMI 25TH Consultants Congress, “Winning the Finals”, New York, NY, 2010• IMI Endowment & Foundations Forum, “Distressed vs. Stressed Debt”, Longboat Key, FL, 2009• IMI 22nd Consultants Congress, “Marketing and Servicing the 401(k) Marketplace”, San Francisco, CA, 2008• IMI Faith-Based Investment Leadership Forum, “Hedge Funds”, Longboat Key, FL, 2007

Senior Financial Advisor with business development and investment advisory experience in private wealth management, corporate retirement plans, commercial lending, capital markets, and the origination of private equity and subordinated debt transactions. 717 Fifth Avenue, New York, NY 10022✥ Self-generated $290 million in private wealth investment assets, corporate loans and private sector retirement plans.✥ Increased assets under management by more than 15% each year.✥ Broad consultative sales experience in acquiring, servicing and implementing customized investment and credit solutions for affluent families, corporations and senior executives of public and private companies.✥ Professional Development Program mentor.✥ Selected to present "consultative sales mindset" and getting to the “C” level accounts to financial advisor trainees.✥ Proven relationship building and negotiating skills with executives of public and private companies to uncover proprietary transaction opportunities✥ Reciprocal business relationships among accountants, attorneys, and other spheres of influence.✥ Origination of private transactions requiring growth capital, emergence financing, mezzanine capital, secondary offerings, senior debt and real estate financing.